Maia Wealth LLC Schwab Us Aggregate Bond ETF Transaction History

Maia Wealth LLC

  • $465 Billion
  • Q4 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 96,822 shares of SCHZ stock, worth $2.24 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
96,822
Previous 99,367 2.56%
Holding current value
$2.24 Million
Previous $2.3 Billion 3.87%
% of portfolio
0.48%
Previous 0.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$22.63 - $47.53 $57,593 - $120,963
-2,545 Reduced 2.56%
96,822 $2.21 Billion
Q3 2024

Oct 30, 2024
BUY
$45.2 - $47.87 $2.09 Million - $2.21 Million
46,152 Added 86.73%
99,367 $2.3 Billion
Q2 2024

Jul 16, 2024
BUY
$44.66 - $45.99 $476,030 - $490,207
10,659 Added 25.05%
53,215 $2.45 Billion
Q4 2023

Feb 13, 2024
BUY
$43.09 - $46.83 $1.83 Million - $1.99 Million
42,556 New
42,556 $1.98 Billion

Others Institutions Holding SCHZ

# of Institutions
681
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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