MCM
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Maryland Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Maryland Capital Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-9,912
Closed -$245K – 260
2021
Q3 		$245K Buy
9,912
+261
+3% +$6.63K 0.01% 223
2021
Q2 		$243K Buy
+9,651
New +$244K 0.01% 227

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Ameriprise
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Morgan Stanley
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AAS
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Northwestern Mutual Wealth Management
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Maryland Capital Management's SCHD Position: Q4 2021 in Review

Maryland Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2021, closing a stake of 9,912 shares — an estimated $245K sold.

Maryland Capital Management first reported a position in SCHD in Q2 2021 and held it in 2 quarters. The position peaked at $245K in Q3 2021. 1,110 funds tracked by Wall St. Rank hold SCHD as of Q4 2021.

  • Maryland Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Maryland Capital Management sold 9,912 Schwab US Dividend Equity ETF shares in Q4 2021, an estimated $245K.
  • Maryland Capital Management first reported a position in Schwab US Dividend Equity ETF in Q2 2021 and held it in 2 quarters.
  • Maryland Capital Management's Schwab US Dividend Equity ETF position peaked at $245K in Q3 2021.
  • 1,110 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2021.

Based on Maryland Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.