Maryland Capital Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-854	Closed	-$20.5K	–	249
2023 Q2	$20.5K	Hold	854	–	–	0.02%	144
2023 Q1	$20.8K	Hold	854	–	–	0.02%	139
2022 Q4	$20.6K	Hold	854	–	–	0.02%	141
2022 Q3	$21K	Sell	854 -12	-1%	-$293	0.02%	126
2022 Q2	$21K	Sell	866 -4,264	-83%	-$105K	0.02%	130
2022 Q1	$127K	Sell	5,130 -290	-5%	-$7.28K	0.11%	62
2021 Q4	$138K	Buy	+5,420	New	+$138K	0.11%	61

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Maryland Capital Advisors's SCHO Position: Q3 2023 in Review

Maryland Capital Advisors sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2023, closing a stake of 854 shares — an estimated $20.5K sold.

Maryland Capital Advisors first reported a position in SCHO in Q4 2021 and held it in 7 quarters. The position peaked at $138K in Q4 2021. 574 funds tracked by Wall St. Rank hold SCHO as of Q3 2023.

Maryland Capital Advisors reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
Maryland Capital Advisors sold 854 Schwab Short-Term US Treasury ETF shares in Q3 2023, an estimated $20.5K.
Maryland Capital Advisors first reported a position in Schwab Short-Term US Treasury ETF in Q4 2021 and held it in 7 quarters.
Maryland Capital Advisors's Schwab Short-Term US Treasury ETF position peaked at $138K in Q4 2021.
574 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2023.

Based on Maryland Capital Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.