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Disclosery

MAI Capital Management: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAI Capital Management on SCHO, newest first. How the timeline and the estimate are built.

MAI Capital Management held 1,465,012 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,465,012 shares
    Change vs previous 13F +99,423 shares

    0.13% of the 13F portfolio, value $35,365,384.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,365,589 shares
    Change vs previous 13F +102,019 shares

    0.19% of the 13F portfolio, value $33,142,849.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,263,570 shares
    Change vs previous 13F +94,259 shares

    0.18% of the 13F portfolio, value $30,793,211.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,169,311 shares
    Change vs previous 13F +93,330 shares

    0.18% of the 13F portfolio, value $28,531,199.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,075,981 shares
    Change vs previous 13F +38,115 shares

    0.18% of the 13F portfolio, value $26,232,426.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,037,866 shares
    Change vs previous 13F +18,342 shares

    0.19% of the 13F portfolio, value $25,261,663.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,019,524 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $24,529,754.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).