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 Q3	$23	Sell	1 -5	-83%	-$119	﹤0.01%	1018
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

CST

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

ZRP

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

FFP

Frisco Financial Planning Frisco, Texas $129M AUM 6.14% 1-Year Est. Return

Maryland Capital Advisors's SCHH Position: Q3 2026 in Review

Maryland Capital Advisors reduced its Schwab US REIT ETF (SCHH) stake by 83% in Q3 2026, selling an estimated $119 and leaving 1 share worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Maryland Capital Advisors first reported a position in SCHH in Q4 2021 and has held it in 19 quarters since. The position peaked at $389 in Q3 2025. 90 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

Maryland Capital Advisors held 1 share of Schwab US REIT ETF worth $23 as of Q3 2026.
Maryland Capital Advisors sold 5 Schwab US REIT ETF shares in Q3 2026, an estimated $119.
Schwab US REIT ETF made up ﹤0.01% of Maryland Capital Advisors's portfolio in Q3 2026, its #1018 holding.
Maryland Capital Advisors first reported a position in Schwab US REIT ETF in Q4 2021 and has held it in 19 quarters since.
Maryland Capital Advisors's Schwab US REIT ETF position peaked at $389 in Q3 2025.
90 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

Based on Maryland Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.