Maryland Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$1.89K | 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% | -$647 | 0.02% | 134 |
|
|
2022
Q2 | $19K | Hold |
1,296
| – | – | 0.02% | 136 |
|
|
2022
Q1 | $23K | Sell |
1,296
-48
| -4% | -$852 | 0.02% | 128 |
|
|
2021
Q4 | $25K | Buy |
+1,344
| New | +$25K | 0.02% | 123 |
|