Maia Wealth LLC Schwab Strategic Tr Us Large C Transaction History
Maia Wealth LLC
- $405 Billion
- Q3 2024
A detailed history of Maia Wealth LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Maia Wealth LLC holds 15,104 shares of SCHG stock, worth $410,526. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,104
Previous 4,263
254.3%
Holding current value
$410,526
Previous $445 Million
10.36%
% of portfolio
0.1%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,277Shares Held
172MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$297 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$288 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$265 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$247 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$122 Million14.61% of portfolio