Maia Wealth LLC Schwab Us Aggregate Bond ETF Transaction History
Maia Wealth LLC
- $441 Billion
- Q1 2025
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 102,411 shares of SCHZ stock, worth $2.38 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
102,411
Previous 96,822
5.77%
Holding current value
$2.38 Million
Previous $2.21 Billion
5.73%
% of portfolio
0.53%
Previous 0.48%
Shares
5 transactions
Others Institutions Holding SCHZ
# of Institutions
708Shares Held
170MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$285 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$171 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$158 Million5.6% of portfolio
-
Charles Schwab Trust CO5.59MShares$130 Million9.94% of portfolio