Maia Wealth LLC Schwab Strategic Tr Us Small C Transaction History

Maia Wealth LLC

$465 Billion
Q4 2024

A detailed history of Maia Wealth LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Maia Wealth LLC holds 7,699 shares of SCHA stock, worth $178,308. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,699

Holding current value

$178,308

% of portfolio

0.04%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$25.33 - $51.16 $195,015 - $393,880	7,699 New	7,699 $205 Million
Q2 2024 Jul 16, 2024	BUY	$45.24 - $49.04 $191,998 - $208,125	4,244 New	4,244 $213 Million

Others Institutions Holding SCHA

# of Institutions

1,251

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

Bank Of America Corp Charlotte, NC

46.3M
Shares

$1.07 Billion
0.1% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

25.3M
Shares

$587 Million
2.22% of portfolio
Sei Investments CO Oaks, PA

13.8M
Shares

$319 Million
0.47% of portfolio
Personal Capital Advisors Corp

10.5M
Shares

$244 Million
2.07% of portfolio
Envestnet Asset Management Inc

6.31M
Shares

$146 Million
0.05% of portfolio

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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