Maia Wealth
SCHD icon

Maia Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Maia Wealth’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$485K Sell
14,901
-1,097
-7% -$37K 0.07% 220
2026
Q2 		$507K Buy
15,998
+3,223
+25% +$102K 0.07% 217
2026
Q1 		$392K Sell
12,775
-312
-2% -$9.46K 0.07% 253
2025
Q4 		$410K Buy
13,087
+5,566
+74% +$151K 0.07% 245
2025
Q3 		$201K Buy
+7,521
New +$205K 0.03% 333
2025
Q1 		– Sell
-9,895
Closed -$282K – 342
2024
Q4 		$282K Buy
+9,895
New +$281K 0.06% 237

Other funds holding SCHD

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Maia Wealth's SCHD Position: Q3 2026 in Review

Maia Wealth reduced its Schwab US Dividend Equity ETF (SCHD) stake by 6.9% in Q3 2026, selling an estimated $37K and leaving 14,901 shares worth $485K. The position accounts for 0.07% of the portfolio, ranked #220.

Maia Wealth first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. The position peaked at $507K in Q2 2026. 1,919 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Maia Wealth held 14,901 shares of Schwab US Dividend Equity ETF worth $485K as of Q3 2026.
  • Maia Wealth sold 1,097 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $37K.
  • Schwab US Dividend Equity ETF made up 0.07% of Maia Wealth's portfolio in Q3 2026, its #220 holding.
  • Maia Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Maia Wealth's Schwab US Dividend Equity ETF position peaked at $507K in Q2 2026.
  • 1,919 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.