MCM
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MAI Capital Management’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

MAI Capital Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$140K Sell
5,586
-189
-3% -$4.73K ﹤0.01% 1276
2025
Q1 		$144K Buy
5,775
+375
+7% +$9.32K ﹤0.01% 1200
2024
Q4 		$131K Buy
+5,400
New +$131K ﹤0.01% 1247