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Schwab U S Broad Market ETF shares owned by Maryland Capital Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Maryland Capital Advisors from 13F filings

Historical chart of Maryland Capital Advisors investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Maryland Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Maryland Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $30k 1.1k 26.23
2025-09-30 $30k 1.2k 25.71
2025-06-30 $28k 1.2k 23.83
2025-03-31 $25k 1.2k 21.53
2024-12-31 $26k 1.2k 22.70
2024-09-30 $26k 387 66.52
2024-06-30 $24k 387 62.87
2024-03-31 $26k 417 61.05
2023-12-31 $23k 417 55.67
2023-09-30 $21k 417 49.85
2023-06-30 $22k 417 51.70
2023-03-31 $20k 417 47.85
2022-12-31 $19k 417 44.81
2022-09-30 $18k 417 43.17
2022-06-30 $19k 432 43.98
2022-03-31 $23k 432 53.24
2021-12-31 $25k 224 111.61