Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,063,803
-$468,864 QoQ
Shares Held
22,367
-17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#923
of 2,304 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Maia Wealth LLC holds $2,282,667 across 2 Capital Markets names. SCHW ranks #1 (90.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
22,367 | $2,063,803 | |
| 2 | MS |
Morgan Stanley
|
1,047 | $218,864 |
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,063,803 | 22,367 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,532,667 | 26,949 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,262,161 | 32,651 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,244,738 | 33,987 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,597,684 | 39,431 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,448,234 | 44,050 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,195,159 | 43,172 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,509,572 | 38,722 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,514,597 | 34,124 | Shares | Sole | 2024-07-16 | |
| 2023-12-31 | $1,257,732 | 18,281 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||