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Disclosery

Maia Wealth LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Maia Wealth LLC on SCHG, newest first. How the timeline and the estimate are built.

Maia Wealth LLC held 28,453 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,453 shares
    Change vs previous 13F +2,860 shares

    0.14% of the 13F portfolio, value $962,861.

    13F-HR 0002010858-26-000005 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,593 shares
    Change vs previous 13F -5,166 shares

    0.13% of the 13F portfolio, value $745,528.

    13F-HR 0002010858-26-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,759 shares
    Change vs previous 13F +110 shares

    0.16% of the 13F portfolio, value $938,443.

    13F-HR 0002010858-26-000001 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,649 shares
    Change vs previous 13F +3,214 shares

    0.17% of the 13F portfolio, value $1,013,551.

    13F-HR 0002010858-25-000006 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,435 shares
    Change vs previous 13F -2,032 shares

    0.15% of the 13F portfolio, value $801,379.

    13F-HR 0002010858-25-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 29,467 shares
    Change vs previous 13F +1,464 shares

    0.16% of the 13F portfolio, value $722,541.

    13F-HR 0002010858-25-000003 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,003 shares
    Change vs previous 13F +12,899 shares

    0.17% of the 13F portfolio, value $785,484.

    13F-HR 0002010858-25-000001 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,104 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $399,344.

    13F-HR 0002010858-24-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).