MCM
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MAI Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

MAI Capital Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.39M Buy
59,973
+1,372
+2% +$31.9K 0.01% 556
2025
Q1 		$1.36M Sell
58,601
-271
-0.5% -$6.28K 0.01% 545
2024
Q4 		$1.34M Buy
+58,872
New +$1.34M 0.01% 547