Maia Wealth LLC Schwab Us Aggregate Bond ETF Transaction History
Maia Wealth LLC
- $405 Billion
- Q3 2024
A detailed history of Maia Wealth LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Maia Wealth LLC holds 99,367 shares of SCHZ stock, worth $2.27 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
99,367
Previous 53,215
86.73%
Holding current value
$2.27 Million
Previous $2.45 Billion
6.03%
% of portfolio
0.57%
Previous 0.74%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
82.9MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.7 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.5 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$66.2 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$65 Million17.53% of portfolio