Maia Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Buy |
144,078
+5,204
| +4% | +$127K | 0.67% | 38 |
|
|
2025
Q1 | $2.95M | Sell |
138,874
-21,846
| -14% | -$464K | 0.67% | 39 |
|
|
2024
Q4 | $3.82M | Sell |
160,720
-401,441
| -71% | -$9.55M | 0.82% | 32 |
|
|
2024
Q3 | $4.28M | Buy |
562,161
+300,228
| +115% | +$2.29M | 1.06% | 24 |
|
|
2024
Q2 | $5.79M | Buy |
+261,933
| New | +$5.79M | 1.74% | 11 |
|
|
2023
Q4 | $2.29M | Buy |
+121,863
| New | +$2.29M | 0.92% | 25 |
|