Maryland Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Maryland Capital Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-14,164	Closed	-$335K	–	245
2022 Q1	$335K	Sell	14,164 -2,356	-14%	-$55.6K	0.02%	196
2021 Q4	$423K	Buy	+16,520	New	+$427K	0.02%	187
2021 Q3	–	Sell	-8,448	Closed	-$220K	–	257
2021 Q2	$220K	Buy	+8,448	New	+$216K	0.01%	244

Other funds holding SCHA

CSIA

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Maryland Capital Management's SCHA Position: Q2 2022 in Review

Maryland Capital Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2022, closing a stake of 14,164 shares — an estimated $335K sold.

Maryland Capital Management first reported a position in SCHA in Q2 2021 and held it in 3 quarters. The position peaked at $423K in Q4 2021. 883 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

Maryland Capital Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2022 after selling out during the quarter.
Maryland Capital Management sold 14,164 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $335K.
Maryland Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and held it in 3 quarters.
Maryland Capital Management's Schwab U.S Small- Cap ETF position peaked at $423K in Q4 2021.
883 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on Maryland Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.