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Charles Schwab Corporation shares owned by Maia Wealth

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Maia Wealth from 13F filings

Historical chart of Maia Wealth investment in Charles Schwab Corporation

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All positions including Charles Schwab Corporation held by Maia Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Maia Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 34k 95.58
2025-06-30 $3.6M 39k 91.24
2025-03-31 $3.4M 44k 76.92
2024-12-31 $3.6M 43k 82.53
2024-09-30 $2.8M 39k 72.59
2024-06-30 $2.6M 34k 75.07