Maia Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Maia Wealth’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$746K	Sell	25,593 -5,166	-17%	-$161K	0.13%	172
2025 Q4	$938K	Buy	30,759 +110	+0.4%	+$3.58K	0.16%	143
2025 Q3	$1.01M	Buy	30,649 +3,214	+12%	+$98K	0.17%	143
2025 Q2	$801K	Sell	27,435 -2,032	-7%	-$53.7K	0.15%	150
2025 Q1	$723K	Buy	29,467 +1,464	+5%	+$40.1K	0.16%	141
2024 Q4	$785K	Sell	28,003 -32,413	-54%	-$886K	0.17%	120
2024 Q3	$399K	Buy	60,416 +43,364	+254%	+$1.09M	0.1%	164
2024 Q2	$445K	Buy	+17,052	New	+$402K	0.13%	130

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Maia Wealth's SCHG Position: Q1 2026 in Review

Maia Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 17% in Q1 2026, selling an estimated $161K and leaving 25,593 shares worth $746K. The position accounts for 0.13% of the portfolio, ranked #172.

Maia Wealth first reported a position in SCHG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Maia Wealth held 25,593 shares of Schwab US Large-Cap Growth ETF worth $746K as of Q1 2026.
Maia Wealth sold 5,166 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $161K.
Schwab US Large-Cap Growth ETF made up 0.13% of Maia Wealth's portfolio in Q1 2026, its #172 holding.
Maia Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Maia Wealth's Schwab US Large-Cap Growth ETF position peaked at $1.01M in Q3 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.