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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
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Maia Wealth's SCHD Position: Q2 2026 in Review

Maia Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 25% in Q2 2026, buying an estimated $102K and bringing the position to 15,998 shares worth $507K. The position accounts for 0.07% of the portfolio, ranked #217.

Maia Wealth first reported a position in SCHD in Q4 2024 and has held it in 5 quarters since. 935 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Maia Wealth held 15,998 shares of Schwab US Dividend Equity ETF worth $507K as of Q2 2026.
  • Maia Wealth bought 3,223 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $102K.
  • Schwab US Dividend Equity ETF made up 0.07% of Maia Wealth's portfolio in Q2 2026, its #217 holding.
  • Maia Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • 935 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.