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Disclosery

MAI Capital Management: SCHX position timeline

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

MAI Capital Management held 1,275,098 SCHX 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 1,275,098 shares
    Change vs previous 13F +51,177 shares

    0.14% of the 13F portfolio, value $37,526,153.

    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 1,223,921 shares
    Change vs previous 13F -480 shares

    0.18% of the 13F portfolio, value $31,381,345.

    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 1,224,401 shares
    Change vs previous 13F +288 shares

    0.19% of the 13F portfolio, value $32,948,623.

    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 1,224,113 shares
    Change vs previous 13F -78,397 shares

    0.2% of the 13F portfolio, value $32,243,136.

    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 1,302,510 shares
    Change vs previous 13F -7,539 shares

    0.22% of the 13F portfolio, value $31,833,352.

    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 1,310,049 shares
    Change vs previous 13F -4,709 shares

    0.22% of the 13F portfolio, value $28,925,892.

    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 1,314,758 shares
    Change vs previous 13F +1,036,888 shares

    0.23% of the 13F portfolio, value $30,476,097.

    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 277,870 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $18,853,460.

    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).