Maryland Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$176K Sell
6,660
-11,702
-64% -$310K 0.07% 82
2025
Q1
$513K Sell
18,362
-7,074
-28% -$198K 0.23% 46
2024
Q4
$695K Buy
+25,436
New +$695K 0.32% 37