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Disclosery

MAI Capital Management: SCHV position timeline

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

MAI Capital Management held 1,082,922 SCHV 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 1,082,922 shares
    Change vs previous 13F +66,943 shares

    0.14% of the 13F portfolio, value $37,696,510.

    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 1,015,979 shares
    Change vs previous 13F +9,904 shares

    0.18% of the 13F portfolio, value $30,987,356.

    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 1,006,075 shares
    Change vs previous 13F +12,405 shares

    0.17% of the 13F portfolio, value $29,789,868.

    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 993,670 shares
    Change vs previous 13F +17,327 shares

    0.18% of the 13F portfolio, value $28,925,742.

    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 976,343 shares
    Change vs previous 13F -228 shares

    0.19% of the 13F portfolio, value $27,015,420.

    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 976,571 shares
    Change vs previous 13F +11,087 shares

    0.2% of the 13F portfolio, value $25,957,265.

    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 965,484 shares
    Change vs previous 13F +643,382 shares

    0.19% of the 13F portfolio, value $25,170,179.

    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).

  8. period ended2024-09-30
    13F 322,102 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $25,887,316.

    13F-HR 0001040197-24-000007 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).