MW
SCHW

Maia Wealth’s Charles Schwab SCHW Stock Holding History

Maia Wealth’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06M Sell
22,367
-4,582
-17% -$418K 0.3% 96
2026
Q1 		$2.53M Sell
26,949
-5,702
-17% -$559K 0.43% 67
2025
Q4 		$3.1M Sell
32,651
-1,336
-4% -$127K 0.53% 52
2025
Q3 		$3.25M Sell
33,987
-5,444
-14% -$517K 0.55% 46
2025
Q2 		$3.6M Sell
39,431
-4,619
-10% -$387K 0.69% 37
2025
Q1 		$3.39M Buy
44,050
+878
+2% +$68.9K 0.77% 34
2024
Q4 		$3.56M Buy
43,172
+4,450
+11% +$333K 0.77% 34
2024
Q3 		$2.81M Buy
38,722
+4,598
+13% +$302K 0.69% 36
2024
Q2 		$2.56M Buy
+34,124
New +$2.52M 0.77% 32
2023
Q4 		$1.26M Buy
+18,281
New +$1.06M 0.51% 47

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Maia Wealth's SCHW Position: Q2 2026 in Review

Maia Wealth reduced its Charles Schwab (SCHW) stake by 17% in Q2 2026, selling an estimated $418K and leaving 22,367 shares worth $2.06M. The position accounts for 0.3% of the portfolio, ranked #96.

Maia Wealth first reported a position in SCHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.6M in Q2 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Maia Wealth held 22,367 shares of Charles Schwab worth $2.06M as of Q2 2026.
  • Maia Wealth sold 4,582 Charles Schwab shares in Q2 2026, an estimated $418K.
  • Charles Schwab made up 0.3% of Maia Wealth's portfolio in Q2 2026, its #96 holding.
  • Maia Wealth first reported a position in Charles Schwab in Q4 2023 and has held it in 10 quarters since.
  • Maia Wealth's Charles Schwab position peaked at $3.6M in Q2 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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