MW
SCHV

Maia Wealth’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Maia Wealth’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.91M Buy
54,892
+1,683
+3% +$55.4K 0.28% 103
2026
Q1 		$1.62M Buy
53,209
+560
+1% +$17.4K 0.27% 108
2025
Q4 		$1.68M Buy
52,649
+471
+0.9% +$13.8K 0.29% 99
2025
Q3 		$1.52M Sell
52,178
-1,405
-3% -$39.9K 0.26% 106
2025
Q2 		$1.48M Buy
+53,583
New +$1.41M 0.28% 96

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Maia Wealth's SCHV Position: Q2 2026 in Review

Maia Wealth increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.2% in Q2 2026, buying an estimated $55.4K and bringing the position to 54,892 shares worth $1.91M. The position accounts for 0.28% of the portfolio, ranked #103.

Maia Wealth first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Maia Wealth held 54,892 shares of Schwab US Large-Cap Value ETF worth $1.91M as of Q2 2026.
  • Maia Wealth bought 1,683 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $55.4K.
  • Schwab US Large-Cap Value ETF made up 0.28% of Maia Wealth's portfolio in Q2 2026, its #103 holding.
  • Maia Wealth first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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