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 Q3	$4.36M	Buy	145,397 +1,690	+1%	+$50.6K	0.6%	47
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 -26,667	-14%	-$622K	0.82%	32
2024 Q3	$4.28M	Sell	187,387 -74,546	-28%	-$1.62M	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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Maia Wealth's SCHX Position: Q3 2026 in Review

Maia Wealth increased its Schwab US Large- Cap ETF (SCHX) stake by 1.2% in Q3 2026, buying an estimated $50.6K and bringing the position to 145,397 shares worth $4.36M. The position accounts for 0.6% of the portfolio, ranked #47.

Maia Wealth first reported a position in SCHX in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.79M in Q2 2024. 960 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Maia Wealth held 145,397 shares of Schwab US Large- Cap ETF worth $4.36M as of Q3 2026.
Maia Wealth bought 1,690 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $50.6K.
Schwab US Large- Cap ETF made up 0.6% of Maia Wealth's portfolio in Q3 2026, its #47 holding.
Maia Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's Schwab US Large- Cap ETF position peaked at $5.79M in Q2 2024.
960 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.