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Mascoma Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mascoma Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Hold
0
– – – 557
2024
Q4 		– Sell
-60
Closed -$1.69K – 528
2024
Q3 		$1.69K Buy
+60
New +$1.64K ﹤0.01% 433

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Summit Financial Wealth Advisors
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Spinnaker Investment Group
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Mascoma Wealth Management's SCHD Position: Q3 2026 in Review

Mascoma Wealth Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q3 2026 at 0 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Mascoma Wealth Management first reported a position in SCHD in Q3 2024 and has held it in 1 quarter since. The position peaked at $1.69K in Q3 2024. 796 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Mascoma Wealth Management held 0 shares of Schwab US Dividend Equity ETF worth $4 as of Q3 2026.
  • Mascoma Wealth Management left its Schwab US Dividend Equity ETF share count unchanged in Q3 2026.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #557 holding.
  • Mascoma Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 1 quarter since.
  • Mascoma Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.69K in Q3 2024.
  • 796 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.