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MAI Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

MAI Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.7M Buy
1,267,030
+26,768
+2% +$749K 0.14% 142
2026
Q1 		$31.1M Buy
1,240,262
+75,149
+6% +$1.97M 0.18% 114
2025
Q4 		$30.6M Buy
1,165,113
+66,165
+6% +$1.72M 0.18% 117
2025
Q3 		$28.3M Sell
1,098,948
-14,394
-1% -$356K 0.18% 117
2025
Q2 		$26.5M Buy
1,113,342
+107,184
+11% +$2.36M 0.18% 113
2025
Q1 		$21.7M Buy
1,006,158
+12,328
+1% +$280K 0.16% 125
2024
Q4 		$22.6M Buy
993,830
+741,692
+294% +$16.9M 0.17% 117
2024
Q3 		$5.59M Buy
252,138
+4,554
+2% +$97.2K 0.05% 237
2024
Q2 		$5.19M Sell
247,584
-2,529
-1% -$51.2K 0.05% 255
2024
Q1 		$5.09M Buy
250,113
+124,923
+100% +$2.42M 0.05% 250
2023
Q4 		$2.32M Sell
125,190
-957
-0.8% -$16.5K 0.03% 298
2023
Q3 		$2.1M Sell
126,147
-885
-0.7% -$15.3K 0.03% 294
2023
Q2 		$2.19M Buy
127,032
+9,540
+8% +$156K 0.03% 285
2023
Q1 		$1.87M Buy
117,492
+12,990
+12% +$203K 0.03% 302
2022
Q4 		$1.56M Buy
+104,502
New +$1.57M 0.03% 329
2022
Q3 		– Sell
-18,582
Closed -$274K – 1028
2022
Q2 		$274K Buy
18,582
+5,460
+42% +$87.6K 0.01% 710
2022
Q1 		$234K Buy
13,122
+804
+7% +$14.1K ﹤0.01% 775
2021
Q4 		$232K Buy
+12,318
New +$227K ﹤0.01% 780

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

MAI Capital Management's SCHB Position: Q2 2026 in Review

MAI Capital Management increased its Schwab US Broad Market ETF (SCHB) stake by 2.2% in Q2 2026, buying an estimated $749K and bringing the position to 1,267,030 shares worth $36.7M. The position accounts for 0.14% of the portfolio, ranked #142.

MAI Capital Management first reported a position in SCHB in Q4 2021 and has held it in 18 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • MAI Capital Management held 1,267,030 shares of Schwab US Broad Market ETF worth $36.7M as of Q2 2026.
  • MAI Capital Management bought 26,768 Schwab US Broad Market ETF shares in Q2 2026, an estimated $749K.
  • Schwab US Broad Market ETF made up 0.14% of MAI Capital Management's portfolio in Q2 2026, its #142 holding.
  • MAI Capital Management first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.