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Disclosery

Maia Wealth LLC: SCHW position timeline

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

Maia Wealth LLC held 22,367 SCHW 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 22,367 shares
    Change vs previous 13F -4,582 shares

    0.3% of the 13F portfolio, value $2,063,801.

    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 26,949 shares
    Change vs previous 13F -5,702 shares

    0.43% of the 13F portfolio, value $2,532,704.

    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 32,651 shares
    Change vs previous 13F -1,336 shares

    0.53% of the 13F portfolio, value $3,104,416.

    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 33,987 shares
    Change vs previous 13F -5,444 shares

    0.55% of the 13F portfolio, value $3,248,506.

    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 39,431 shares
    Change vs previous 13F -4,619 shares

    0.69% of the 13F portfolio, value $3,597,668.

    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 44,050 shares
    Change vs previous 13F +878 shares

    0.77% of the 13F portfolio, value $3,388,332.

    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 43,172 shares
    Change vs previous 13F +4,450 shares

    0.77% of the 13F portfolio, value $3,562,948.

    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 38,722 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,810,796.

    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).