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 Q3	$1.03M	Buy	28,682 +229	+0.8%	+$8.03K	0.14%	148
2026 Q2	$963K	Buy	28,453 +2,860	+11%	+$94.8K	0.14%	156
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	Buy	28,003 +12,899	+85%	+$353K	0.17%	120
2024 Q3	$399K	Sell	15,104 -1,948	-11%	-$49K	0.1%	164
2024 Q2	$445K	Buy	+17,052	New	+$402K	0.13%	130

Other funds holding SCHG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Maia Wealth's SCHG Position: Q3 2026 in Review

Maia Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.8% in Q3 2026, buying an estimated $8.03K and bringing the position to 28,682 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #148.

Maia Wealth first reported a position in SCHG in Q2 2024 and has held it in 10 quarters since. 1,289 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Maia Wealth held 28,682 shares of Schwab US Large-Cap Growth ETF worth $1.03M as of Q3 2026.
Maia Wealth bought 229 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $8.03K.
Schwab US Large-Cap Growth ETF made up 0.14% of Maia Wealth's portfolio in Q3 2026, its #148 holding.
Maia Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 10 quarters since.
1,289 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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