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Disclosery

Maia Wealth LLC: SCHX position timeline

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

Maia Wealth LLC held 143,707 SCHX 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 143,707 shares
    Change vs previous 13F -5,685 shares

    0.62% of the 13F portfolio, value $4,229,293.

    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 149,392 shares
    Change vs previous 13F -1,596 shares

    0.65% of the 13F portfolio, value $3,830,405.

    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 150,988 shares
    Change vs previous 13F -11,825 shares

    0.69% of the 13F portfolio, value $4,054,019.

    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 162,813 shares
    Change vs previous 13F +18,735 shares

    0.74% of the 13F portfolio, value $4,386,196.

    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 144,078 shares
    Change vs previous 13F +5,204 shares

    0.67% of the 13F portfolio, value $3,521,261.

    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 138,874 shares
    Change vs previous 13F -21,846 shares

    0.67% of the 13F portfolio, value $2,952,452.

    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 160,720 shares
    Change vs previous 13F -26,667 shares

    0.82% of the 13F portfolio, value $3,821,911.

    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 187,387 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $4,283,675.

    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).