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Disclosery

MAI Capital Management: SCHZ position timeline

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

MAI Capital Management held 356,966 SCHZ 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 356,966 shares
    Change vs previous 13F +21,133 shares

    0.03% of the 13F portfolio, value $8,256,626.

    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 335,833 shares
    Change vs previous 13F +21,350 shares

    0.04% of the 13F portfolio, value $7,798,039.

    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 314,483 shares
    Change vs previous 13F +30,395 shares

    0.04% of the 13F portfolio, value $7,349,466.

    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 284,088 shares
    Change vs previous 13F +224,115 shares

    0.04% of the 13F portfolio, value $6,667,536.

    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 59,973 shares
    Change vs previous 13F +1,372 shares

    0.01% of the 13F portfolio, value $1,393,780.

    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 58,601 shares
    Change vs previous 13F -271 shares

    0.01% of the 13F portfolio, value $1,357,194.

    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 58,872 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,336,402.

    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).