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Schwab U S Large Cap Growth ETF shares owned by Maia Wealth

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Maia Wealth from 13F filings

Historical chart of Maia Wealth investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Maia Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Maia Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 31k 33.07
2025-06-30 $801k 27k 29.21
2025-03-31 $723k 30k 24.52
2024-12-31 $786k 28k 28.05
2024-09-30 $399k 15k 26.44
2024-06-30 $446k 4.3k 104.50

More positions owned by Maia Wealth

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Fs Kkr Capital Corp (FSK)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Amazon (AMZN)

View all positions for Maia Wealth

Top funds holding Schwab U S Large Cap Growth ETF

Envestnet Asset Management
Sei Investments
Mather Group
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
LPL Financial
Advisor Group Holdings
Mariner Wealth Advisors
Ameriprise Financial
Vantagepoint Investment Advisers
Cetera Investment Advisers
Honkamp Krueger Financial Services
Raymond James Financial
Mml Investors Services
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Large Cap Growth ETF