Maia Wealth’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Maia Wealth’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.98M	Buy	89,656 +4,255	+5%	+$96.6K	0.27%	107
2026 Q2	$1.98M	Sell	85,401 -14,038	-14%	-$325K	0.29%	98
2026 Q1	$2.31M	Sell	99,439 -4,788	-5%	-$112K	0.39%	77
2025 Q4	$2.45M	Sell	104,227 -7,262	-7%	-$171K	0.42%	66
2025 Q3	$2.61M	Buy	111,489 +12,256	+12%	+$285K	0.44%	62
2025 Q2	$2.31M	Sell	99,233 -3,178	-3%	-$72.9K	0.44%	59
2025 Q1	$2.34M	Buy	102,411 +5,589	+6%	+$128K	0.53%	47
2024 Q4	$2.21M	Sell	96,822 -2,545	-3%	-$58.8K	0.48%	48
2024 Q3	$2.3M	Sell	99,367 -7,063	-7%	-$165K	0.57%	42
2024 Q2	$2.45M	Buy	+106,430	New	+$2.41M	0.74%	35
2023 Q4	$1.98M	Buy	+85,112	New	+$1.9M	0.8%	32

Other funds holding SCHZ

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

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

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

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

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Maia Wealth's SCHZ Position: Q3 2026 in Review

Maia Wealth increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 5% in Q3 2026, buying an estimated $96.6K and bringing the position to 89,656 shares worth $1.98M. The position accounts for 0.27% of the portfolio, ranked #107.

Maia Wealth first reported a position in SCHZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.61M in Q3 2025. 265 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

Maia Wealth held 89,656 shares of Schwab US Aggregate Bond ETF worth $1.98M as of Q3 2026.
Maia Wealth bought 4,255 Schwab US Aggregate Bond ETF shares in Q3 2026, an estimated $96.6K.
Schwab US Aggregate Bond ETF made up 0.27% of Maia Wealth's portfolio in Q3 2026, its #107 holding.
Maia Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's Schwab US Aggregate Bond ETF position peaked at $2.61M in Q3 2025.
265 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

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