Maryland Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Maryland Capital Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.9K	Buy	+772	New	+$25.5K	0.01%	169
2025 Q4	$22K	Buy	773 +1	+0.1%	+$28	0.01%	178
2025 Q3	$21.5K	Buy	772 +120	+18%	+$3.21K	0.01%	173
2025 Q2	$16.5K	Hold	652	–	–	0.01%	173
2025 Q1	$15.3K	Hold	652	–	–	0.01%	165
2024 Q4	$16.9K	Hold	652	–	–	0.01%	166
2024 Q3	$16.8K	Hold	652	–	–	0.01%	172
2024 Q2	$15.5K	Hold	652	–	–	0.01%	173
2024 Q1	$16.1K	Hold	652	–	–	0.01%	158
2023 Q4	$15.4K	Hold	652	–	–	0.01%	156
2023 Q3	$13.5K	Hold	652	–	–	0.01%	158
2023 Q2	$14.3K	Hold	652	–	–	0.01%	165
2023 Q1	$13.7K	Hold	652	–	–	0.01%	165
2022 Q4	$13.2K	Hold	652	–	–	0.01%	166
2022 Q3	$12K	Hold	652	–	–	0.01%	156
2022 Q2	$13K	Hold	652	–	–	0.01%	153
2022 Q1	$15K	Hold	652	–	–	0.01%	139
2021 Q4	$17K	Buy	+652	New	+$16.9K	0.01%	133

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GRR

Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Maryland Capital Advisors's SCHA Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 772 shares worth $27.9K. The stake represents 0.01% of the portfolio and ranks #169 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in SCHA as recently as Q4 2025.

Maryland Capital Advisors first reported a position in SCHA in Q4 2021 and has held it in 18 quarters since. 959 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Maryland Capital Advisors held 772 shares of Schwab U.S Small- Cap ETF worth $27.9K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Maryland Capital Advisors position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #169 holding.
Maryland Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 18 quarters since.
959 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.