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

Maia Wealth’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.23M Sell
143,707
-5,685
-4% -$162K 0.62% 46
2026
Q1 		$3.83M Sell
149,392
-1,596
-1% -$42.8K 0.65% 40
2025
Q4 		$4.05M Sell
150,988
-11,825
-7% -$316K 0.69% 32
2025
Q3 		$4.39M Buy
162,813
+18,735
+13% +$476K 0.74% 33
2025
Q2 		$3.52M Buy
144,078
+5,204
+4% +$118K 0.67% 38
2025
Q1 		$2.95M Sell
138,874
-21,846
-14% -$509K 0.67% 39
2024
Q4 		$3.82M Sell
160,720
-401,441
-71% -$9.36M 0.82% 32
2024
Q3 		$4.28M Buy
562,161
+300,228
+115% +$6.54M 1.06% 24
2024
Q2 		$5.79M Buy
+261,933
New +$5.41M 1.74% 11
2023
Q4 		$2.29M Buy
+121,863
New +$2.14M 0.92% 25

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Maia Wealth's SCHX Position: Q2 2026 in Review

Maia Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 3.8% in Q2 2026, selling an estimated $162K and leaving 143,707 shares worth $4.23M. The position accounts for 0.62% of the portfolio, ranked #46.

Maia Wealth first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.79M in Q2 2024. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Maia Wealth held 143,707 shares of Schwab US Large- Cap ETF worth $4.23M as of Q2 2026.
  • Maia Wealth sold 5,685 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $162K.
  • Schwab US Large- Cap ETF made up 0.62% of Maia Wealth's portfolio in Q2 2026, its #46 holding.
  • Maia Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Maia Wealth's Schwab US Large- Cap ETF position peaked at $5.79M in Q2 2024.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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