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

Maryland Capital Management’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
2022 Q3	$729K	Buy	51,642 +1,974	+4%	+$31K	0.06%	121
2022 Q2	$739K	Hold	49,668	–	–	0.06%	121
2022 Q1	$892K	Sell	49,668 -13,386	-21%	-$237K	0.06%	119
2021 Q4	$1.2M	Buy	63,054 +9,792	+18%	+$181K	0.06%	104
2021 Q3	$923K	Sell	53,262 -7,962	-13%	-$142K	0.06%	115
2021 Q2	$1.06M	Buy	61,224 +6,024	+11%	+$102K	0.06%	108
2021 Q1	$883K	Buy	55,200 +19,650	+55%	+$308K	0.06%	119
2020 Q4	$539K	Sell	35,550 -744	-2%	-$10.6K	0.04%	143
2020 Q3	$488K	Buy	+36,294	New	+$482K	0.04%	140
2020 Q2	–	Sell	-24,768	Closed	-$253K	–	209
2020 Q1	$253K	Sell	24,768 -9,168	-27%	-$111K	0.03%	178
2019 Q4	$434K	Buy	+33,936	New	+$416K	0.05%	130
2018 Q4	–	Sell	-22,158	Closed	-$257K	–	179
2018 Q3	$257K	Buy	+22,158	New	+$252K	0.03%	149
2018 Q1	–	Sell	-23,982	Closed	-$255K	–	174
2017 Q4	$255K	Buy	+23,982	New	+$248K	0.04%	151

Other funds holding SCHX

CSIA

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

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

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

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

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

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

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Maryland Capital Management's SCHX Position: Q3 2022 in Review

Maryland Capital Management increased its Schwab US Large- Cap ETF (SCHX) stake by 4% in Q3 2022, buying an estimated $31K and bringing the position to 51,642 shares worth $729K. The position accounts for 0.06% of the portfolio, ranked #121.

Maryland Capital Management first reported a position in SCHX in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.2M in Q4 2021. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

Maryland Capital Management held 51,642 shares of Schwab US Large- Cap ETF worth $729K as of Q3 2022.
Maryland Capital Management bought 1,974 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $31K.
Schwab US Large- Cap ETF made up 0.06% of Maryland Capital Management's portfolio in Q3 2022, its #121 holding.
Maryland Capital Management first reported a position in Schwab US Large- Cap ETF in Q4 2017 and has held it in 13 quarters since.
Maryland Capital Management's Schwab US Large- Cap ETF position peaked at $1.2M in Q4 2021.
959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Maryland Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.