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Disclosery

Maia Wealth LLC: SCHZ position timeline

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

Maia Wealth LLC held 85,401 SCHZ 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 85,401 shares
    Change vs previous 13F -14,038 shares

    0.29% of the 13F portfolio, value $1,975,324.

    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 99,439 shares
    Change vs previous 13F -4,788 shares

    0.39% of the 13F portfolio, value $2,308,971.

    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 104,227 shares
    Change vs previous 13F -7,262 shares

    0.42% of the 13F portfolio, value $2,454,552.

    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 111,489 shares
    Change vs previous 13F +12,256 shares

    0.44% of the 13F portfolio, value $2,613,291.

    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 99,233 shares
    Change vs previous 13F -3,178 shares

    0.44% of the 13F portfolio, value $2,306,186.

    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 102,411 shares
    Change vs previous 13F +5,589 shares

    0.53% of the 13F portfolio, value $2,340,094.

    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 96,822 shares
    Change vs previous 13F -2,545 shares

    0.48% of the 13F portfolio, value $2,213,345.

    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 99,367 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,302,340.

    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).