Maia Wealth LLC Schwab Strategic Tr Us Large C Transaction History

Maia Wealth LLC

$441 Billion
Q1 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 138,874 shares of SCHX stock, worth $3.49 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

138,874

Previous 160,720 13.59%

Holding current value

$3.49 Million

Previous $3.82 Billion 22.75%

% of portfolio

0.67%

Previous 0.82%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$21.75 - $24.28 $475,150 - $530,420	-21,846 Reduced 13.59%	138,874 $2.95 Billion
Q4 2024 Feb 05, 2025	SELL	$22.4 - $68.28 $597,340 - $1.82 Million	-26,667 Reduced 14.23%	160,720 $3.82 Billion
Q3 2024 Oct 30, 2024	BUY	$61.11 - $67.85 $6.12 Million - $6.79 Million	100,076 Added 114.62%	187,387 $4.28 Billion
Q2 2024 Jul 16, 2024	BUY	$58.7 - $64.78 $2.74 Million - $3.02 Million	46,690 Added 114.94%	87,311 $5.79 Billion
Q4 2023 Feb 13, 2024	BUY	$48.47 - $56.6 $1.97 Million - $2.3 Million	40,621 New	40,621 $2.29 Billion

Others Institutions Holding SCHX

# of Institutions

1,534

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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