Maia Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Maia Wealth LLC

$525 Billion
Q2 2025

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 53,583 shares of SCHV stock, worth $1.56 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

53,583

Holding current value

$1.56 Million

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$23.55 - $27.67 $1.26 Million - $1.48 Million	53,583 New	53,583 $1.48 Billion

Others Institutions Holding SCHV

# of Institutions

961

Shares Held

342M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

52.6M
Shares

$1.53 Billion
2.91% of portfolio
Sei Investments CO Oaks, PA

43.1M
Shares

$1.25 Billion
1.44% of portfolio
Mather Group, Llc. Chicago, IL

33M
Shares

$960 Million
9.83% of portfolio
Envestnet Asset Management Inc

16.2M
Shares

$471 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

12M
Shares

$349 Million
0.63% of portfolio

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Maia Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Maia Wealth LLC with notifications on news.

Account