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
2025 Q2	$3.6M	Sell
2025 Q1	$3.39M	Buy
2024 Q4	$3.56M	Buy
2024 Q3	$2.81M	Buy
2024 Q2	$2.56M	Buy
2023 Q4	$1.26M	Buy