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

Maryland Capital Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$195K Buy
+6,141
New +$195K 0.06% 88
2025
Q4 		$181K Buy
6,581
+254
+4% +$6.91K 0.06% 86
2025
Q3 		$173K Sell
6,327
-333
-5% -$9.09K 0.06% 86
2025
Q2 		$176K Sell
6,660
-11,702
-64% -$306K 0.07% 82
2025
Q1 		$513K Sell
18,362
-7,074
-28% -$197K 0.23% 46
2024
Q4 		$695K Buy
+25,436
New +$723K 0.32% 37

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Maryland Capital Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 6,141 shares worth $195K. The stake represents 0.06% of the portfolio and ranks #88 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in SCHD as recently as Q4 2025.

Maryland Capital Advisors first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $695K in Q4 2024. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Maryland Capital Advisors held 6,141 shares of Schwab US Dividend Equity ETF worth $195K as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new Maryland Capital Advisors position in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.06% of Maryland Capital Advisors's portfolio in Q2 2026, its #88 holding.
  • Maryland Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Maryland Capital Advisors's Schwab US Dividend Equity ETF position peaked at $695K in Q4 2024.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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