Maryland Capital Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-194	Closed	-$4.78K	–	250
2023 Q2	$4.78K	Sell	194 -494	-72%	-$12.4K	﹤0.01%	197
2023 Q1	$17.3K	Hold	688	–	–	0.02%	147
2022 Q4	$16.9K	Hold	688	–	–	0.02%	154
2022 Q3	$17K	Hold	688	–	–	0.02%	139
2022 Q2	$18K	Sell	688 -3,506	-84%	-$90.7K	0.02%	141
2022 Q1	$112K	Hold	4,194	–	–	0.1%	70
2021 Q4	$118K	Buy	+4,194	New	+$118K	0.1%	68

Other funds holding SCHR

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Maryland Capital Advisors sold out of Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2023, closing a stake of 194 shares — an estimated $4.78K sold.

Maryland Capital Advisors first reported a position in SCHR in Q4 2021 and held it in 7 quarters. The position peaked at $118K in Q4 2021. 369 funds tracked by Wall St. Rank hold SCHR as of Q3 2023.

Maryland Capital Advisors reported no remaining Schwab Intermediately-Term US Treasury ETF position as of Q3 2023 after selling out during the quarter.
Maryland Capital Advisors sold 194 Schwab Intermediately-Term US Treasury ETF shares in Q3 2023, an estimated $4.78K.
Maryland Capital Advisors first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2021 and held it in 7 quarters.
Maryland Capital Advisors's Schwab Intermediately-Term US Treasury ETF position peaked at $118K in Q4 2021.
369 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2023.

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