Maryland Capital Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Maryland Capital Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$143	Buy	+6	New	+$140	﹤0.01%	563
2025 Q4	$126	Sell	6 -12	-67%	-$254	﹤0.01%	268
2025 Q3	$389	Buy	18 +5	+38%	+$107	﹤0.01%	247
2025 Q2	$276	Hold	13	–	–	﹤0.01%	261
2025 Q1	$280	Hold	13	–	–	﹤0.01%	228
2024 Q4	$274	Hold	13	–	–	﹤0.01%	251
2024 Q3	$302	Buy	13 +1	+8%	+$22	﹤0.01%	238
2024 Q2	$240	Hold	12	–	–	﹤0.01%	243
2024 Q1	$244	Hold	12	–	–	﹤0.01%	218
2023 Q4	$249	Hold	12	–	–	﹤0.01%	224
2023 Q3	$213	Hold	12	–	–	﹤0.01%	238
2023 Q2	$235	Hold	12	–	–	﹤0.01%	244
2023 Q1	$234	Hold	12	–	–	﹤0.01%	229
2022 Q4	$231	Hold	12	–	–	﹤0.01%	224
2022 Q3	$0	Hold	12	–	–	﹤0.01%	252
2022 Q2	$0	Hold	12	–	–	﹤0.01%	240
2022 Q1	$0	Sell	12 -2	-14%	-$48	﹤0.01%	196
2021 Q4	$0	Buy	+14	New	+$345	﹤0.01%	187

Other funds holding SCHH

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DUMAC Inc Durham, North Carolina $1.1B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Maryland Capital Advisors opened a new position in Schwab US REIT ETF (SCHH) in Q2 2026: 6 shares worth $143. The stake represents ﹤0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in SCHH as recently as Q4 2025.

Maryland Capital Advisors first reported a position in SCHH in Q4 2021 and has held it in 18 quarters since. The position peaked at $389 in Q3 2025. 591 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

Maryland Capital Advisors held 6 shares of Schwab US REIT ETF worth $143 as of Q2 2026.
Schwab US REIT ETF was a new Maryland Capital Advisors position in Q2 2026.
Schwab US REIT ETF made up ﹤0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #563 holding.
Maryland Capital Advisors first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 18 quarters since.
Maryland Capital Advisors's Schwab US REIT ETF position peaked at $389 in Q3 2025.
591 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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