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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.39M Buy
2025
Q2
$3.52M Buy
2025
Q1
$2.95M Sell
2024
Q4
$3.82M Sell
2024
Q3
$4.28M Buy
2024
Q2
$5.79M Buy
2023
Q4
$2.29M Buy