Maia Wealth LLC Schwab Us Aggregate Bond ETF Transaction History

Maia Wealth LLC

$594 Billion
Q3 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 111,489 shares of SCHZ stock, worth $2.61 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

111,489

Previous 99,233 12.35%

Holding current value

$2.61 Million

Previous $2.31 Billion 13.32%

% of portfolio

0.44%

Previous 0.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$22.9 - $23.58 $280,662 - $288,996	12,256 Added 12.35%	111,489 $2.61 Billion
Q2 2025 Aug 12, 2025	SELL	$22.68 - $23.28 $72,077 - $73,983	-3,178 Reduced 3.1%	99,233 $2.31 Billion
Q1 2025 May 12, 2025	BUY	$22.46 - $23.26 $125,528 - $130,000	5,589 Added 5.77%	102,411 $2.34 Billion
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

707

Shares Held

174M

Call Options Held

Put Options Held

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

More about SCHZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Maia Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Maia Wealth LLC with notifications on news.

Account