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 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 -101,912	-51%	-$2.35M	0.48%	48
2024 Q3	$2.3M	Buy	198,734 +92,304	+87%	+$2.16M	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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Maia Wealth's SCHZ Position: Q1 2026 in Review

Maia Wealth reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.6% in Q1 2026, selling an estimated $112K and leaving 99,439 shares worth $2.31M. The position accounts for 0.39% of the portfolio, ranked #77.

Maia Wealth first reported a position in SCHZ in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.61M in Q3 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Maia Wealth held 99,439 shares of Schwab US Aggregate Bond ETF worth $2.31M as of Q1 2026.
Maia Wealth sold 4,788 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $112K.
Schwab US Aggregate Bond ETF made up 0.39% of Maia Wealth's portfolio in Q1 2026, its #77 holding.
Maia Wealth first reported a position in Schwab US Aggregate Bond ETF in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's Schwab US Aggregate Bond ETF position peaked at $2.61M in Q3 2025.
662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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