Maia Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Maia Wealth LLC

$465 Billion
Q4 2024

A detailed history of Maia Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Maia Wealth LLC holds 9,895 shares of SCHD stock, worth $276,565. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,895

Holding current value

$276,565

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$26.93 - $84.95 $266,472 - $840,580	9,895 New	9,895 $282 Million

Others Institutions Holding SCHD

# of Institutions

1,845

Shares Held

469M

Call Options Held

1.92M

Put Options Held

1.16M

Sumitomo Life Insurance CO

26.8M
Shares

$750 Million
13.87% of portfolio
Wealthspire Advisors, LLC New York, NY

15.1M
Shares

$423 Million
4.17% of portfolio
Lpl Financial LLC Fort Mill, SC

11.5M
Shares

$322 Million
0.45% of portfolio
Orgel Wealth Management, LLC

11.1M
Shares

$309 Million
8.18% of portfolio
Morgan Stanley New York, NY

9.23M
Shares

$258 Million
0.06% of portfolio

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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