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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Maia Wealth's SCHX Position: Q1 2026 in Review

Maia Wealth reduced its Schwab US Large- Cap ETF (SCHX) stake by 1.1% in Q1 2026, selling an estimated $42.8K and leaving 149,392 shares worth $3.83M. The position accounts for 0.65% of the portfolio, ranked #40.

Maia Wealth first reported a position in SCHX in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.79M in Q2 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Maia Wealth held 149,392 shares of Schwab US Large- Cap ETF worth $3.83M as of Q1 2026.
Maia Wealth sold 1,596 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $42.8K.
Schwab US Large- Cap ETF made up 0.65% of Maia Wealth's portfolio in Q1 2026, its #40 holding.
Maia Wealth first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's Schwab US Large- Cap ETF position peaked at $5.79M in Q2 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.