Maryland Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Maryland Capital Advisors’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
2025 Q4	$29.6K	Sell	1,130 -31	-3%	-$807	0.01%	164
2025 Q3	$29.9K	Hold	1,161	–	–	0.01%	159
2025 Q2	$27.7K	Hold	1,161	–	–	0.01%	158
2025 Q1	$25K	Hold	1,161	–	–	0.01%	151
2024 Q4	$26.4K	Hold	1,161	–	–	0.01%	155
2024 Q3	$25.7K	Hold	1,161	–	–	0.01%	153
2024 Q2	$24.3K	Sell	1,161 -90	-7%	-$1.82K	0.01%	149
2024 Q1	$25.5K	Hold	1,251	–	–	0.02%	138
2023 Q4	$23.2K	Hold	1,251	–	–	0.02%	137
2023 Q3	$20.8K	Hold	1,251	–	–	0.02%	139
2023 Q2	$21.6K	Hold	1,251	–	–	0.02%	140
2023 Q1	$20K	Hold	1,251	–	–	0.02%	142
2022 Q4	$18.7K	Hold	1,251	–	–	0.02%	148
2022 Q3	$18K	Sell	1,251 -45	-3%	-$700	0.02%	134
2022 Q2	$19K	Hold	1,296	–	–	0.02%	136
2022 Q1	$23K	Sell	1,296 -48	-4%	-$843	0.02%	128
2021 Q4	$25K	Buy	+1,344	New	+$24.7K	0.02%	123

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return