SCHF β€” SCHWAB STRATEGIC TR

Ownership history in Maia Wealth LLC  Β·  4 quarters on record

AI Ownership Summary

Maia Wealth LLC reported SCHWAB STRATEGIC TR (SCHF) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.17% in 2024 Q2. The latest visible filing shows SCHF at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Maia Wealth LLC's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SCHF was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Maia Wealth LLC held SCHF β€” position size vs. price
% of Fund (quarterly)    SCHF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 8,714 -3,750 -30.1% 0.04% $209K 2025-11-13 $23.30
2024 Q4 REDUCED 12,464 -12,296 -49.7% 0.05% $241K 2025-02-05 $18.84
2024 Q3 ADDED 24,760 +10,329 +71.6% 0.12% $489K 2024-10-30 $18.58
2024 Q2 INITIATED 14,431 β€” β€” 0.17% $573K 2024-07-16 $18.87

FAQ About Maia Wealth LLC and SCHF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Maia Wealth LLC reported owning SCHF?

Maia Wealth LLC reported SCHF across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported SCHF position in Maia Wealth LLC's portfolio?

The largest reported portfolio weight for SCHF was 0.17% in 2024 Q2.

What is the latest reported SCHF position on this page?

The most recent filing on this page is 2025 Q3, when Maia Wealth LLC reported 8,714 shares, equal to 0.04% of portfolio, with an estimated market value of $209K.

What does the chart on this SCHF ownership page compare?

The chart compares Maia Wealth LLC's quarterly SCHF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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