Position in SCHW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$369
New position
Shares Held
4
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,295
of 2,304 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026MARYLAND CAPITAL ADVISORS INC. holds $66,314 across 17 Capital Markets names. SCHW ranks #3 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
303 | $63,339 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1 | $1,011 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
4 | $369 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3 | $300 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1 | $281 | |
| 6 | SF |
Stifel Financial Corp
|
2 | $139 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
1 | $134 | |
| 8 | SNEX |
StoneX Group Inc.
|
2 | $118 |
All Filings in SCHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369 | 4 | Shares | Defined | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||