Maia Wealth’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Maia Wealth’s Portfolio SCHI Stock Details SCHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$479K	Buy	+21,314	New	+$456K	0.19%	106

Other funds holding SCHI

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

WFA

WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Maia Wealth's SCHI Position: Q4 2023 in Review

Maia Wealth opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q4 2023: 21,314 shares worth $479K. The stake represents 0.19% of the portfolio and ranks #106 among its holdings.

167 funds tracked by Wall St. Rank hold SCHI as of Q4 2023.

Maia Wealth held 21,314 shares of Schwab 5-10 Year Corporate Bond ETF worth $479K as of Q4 2023.
Schwab 5-10 Year Corporate Bond ETF was a new Maia Wealth position in Q4 2023.
Schwab 5-10 Year Corporate Bond ETF made up 0.19% of Maia Wealth's portfolio in Q4 2023, its #106 holding.
167 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q4 2023.

Based on Maia Wealth's 13F filing for Q4 2023, filed 13 Feb 2024.