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MARYLAND CAPITAL ADVISORS INC.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARYLAND CAPITAL ADVISORS INC. on SCHD, newest first. How the timeline and the estimate are built.

MARYLAND CAPITAL ADVISORS INC. held 6,061 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,061 shares
    Change vs previous 13F -80 shares

    0.06% of the 13F portfolio, value $197,165.

    13F-HR 0001891201-26-000005 filed by MARYLAND CAPITAL ADVISORS INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,141 shares
    Change vs previous 13F -440 shares

    0.06% of the 13F portfolio, value $194,732.

    13F-HR 0001891201-26-000003 filed by MARYLAND CAPITAL ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,581 shares
    Change vs previous 13F +254 shares

    0.06% of the 13F portfolio, value $180,517.

    13F-HR 0001891201-26-000001 filed by MARYLAND CAPITAL ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,327 shares
    Change vs previous 13F -333 shares

    0.06% of the 13F portfolio, value $172,728.

    13F-HR 0001891201-25-000005 filed by MARYLAND CAPITAL ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,660 shares
    Change vs previous 13F -11,702 shares

    0.07% of the 13F portfolio, value $176,490.

    13F-HR 0001891201-25-000004 filed by MARYLAND CAPITAL ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,362 shares
    Change vs previous 13F -7,074 shares

    0.23% of the 13F portfolio, value $513,402.

    13F-HR 0001891201-25-000002 filed by MARYLAND CAPITAL ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,436 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $694,912.

    13F-HR 0001891201-25-000001 filed by MARYLAND CAPITAL ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).