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Maryland Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Maryland Capital Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3K Buy
+418
New +$11.9K ﹤0.01% 191
2025
Q4 		$11.2K Hold
417
– – ﹤0.01% 198
2025
Q3 		$11K Buy
+417
New +$10.6K ﹤0.01% 187

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Maryland Capital Advisors opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 418 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #191 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in SCHX as recently as Q4 2025.

Maryland Capital Advisors first reported a position in SCHX in Q3 2025 and has held it in 3 quarters since. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Maryland Capital Advisors held 418 shares of Schwab US Large- Cap ETF worth $12.3K as of Q2 2026.
  • Schwab US Large- Cap ETF was a new Maryland Capital Advisors position in Q2 2026.
  • Schwab US Large- Cap ETF made up ﹤0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #191 holding.
  • Maryland Capital Advisors first reported a position in Schwab US Large- Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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