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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
2024
Q4 		– Sell
-60
Closed -$1.69K – 528
2024
Q3 		$1.69K Buy
+60
New +$1.64K ﹤0.01% 433

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Bank of America
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mascoma Wealth Management's SCHD Position: Q4 2024 in Review

Mascoma Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 60 shares — an estimated $1.69K sold.

Mascoma Wealth Management first reported a position in SCHD in Q3 2024 and held it in 1 quarter. The position peaked at $1.69K in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • Mascoma Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 60 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $1.69K.
  • Mascoma Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.69K in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Mascoma Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.