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Disclosery

Maryland Capital Management: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Maryland Capital Management on SCHW, newest first. How the timeline and the estimate are built.

Maryland Capital Management held 299,240 SCHW shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 299,240 shares
    Change vs previous 13F -681 shares

    1.79% of the 13F portfolio, value $21,506,000.

    13F-HR 0001062993-22-021956 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 299,921 shares
    Change vs previous 13F -16,438 shares

    1.49% of the 13F portfolio, value $18,949,000.

    13F-HR 0001062993-22-017721 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 316,359 shares
    Change vs previous 13F +312,791 shares

    1.67% of the 13F portfolio, value $26,672,000.

    13F-HR 0001062993-22-012233 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 3,568 shares
    Change vs previous 13F +218 shares

    0.02% of the 13F portfolio, value $300,000.

    13F-HR 0001062993-22-003714 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 3,350 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $244,000.

    13F-HR 0001062993-21-010641 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 3,350 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $244,000.

    13F-HR 0001062993-21-007440 filed by Maryland Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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