Maia Wealth LLC Schwab Strategic Tr Us Large C Transaction History
Maia Wealth LLC
- $525 Billion
- Q2 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 144,078 shares of SCHX stock, worth $3.63 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
144,078
Previous 138,874
3.75%
Holding current value
$3.63 Million
Previous $2.95 Billion
19.27%
% of portfolio
0.67%
Previous 0.67%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,551Shares Held
1.13BCall Options Held
53.9KPut Options Held
5.4K-
Us Bancorp \De\206MShares$5.2 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.06 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA34.8MShares$877 Million1.02% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$845 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO31.2MShares$787 Million9.64% of portfolio