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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
2026
Q2 		$32.7K Buy
+1,130
New +$31.6K 0.01% 167
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 $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Maryland Capital Advisors opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 1,130 shares worth $32.7K. The stake represents 0.01% of the portfolio and ranks #167 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in SCHB as recently as Q4 2025.

Maryland Capital Advisors first reported a position in SCHB in Q4 2021 and has held it in 18 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Maryland Capital Advisors held 1,130 shares of Schwab US Broad Market ETF worth $32.7K as of Q2 2026.
  • Schwab US Broad Market ETF was a new Maryland Capital Advisors position in Q2 2026.
  • Schwab US Broad Market ETF made up 0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #167 holding.
  • Maryland Capital Advisors first reported a position in Schwab US Broad Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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