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Mascoma Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Mascoma Wealth Management’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-285
Closed -$7.57K – 487
2024
Q2 		$7.57K Hold
285
– – ﹤0.01% 360
2024
Q1 		$7.2K Hold
285
– – ﹤0.01% 348
2023
Q4 		$7.07K Hold
285
– – ﹤0.01% 357
2023
Q3 		$6.82K Hold
285
– – ﹤0.01% 359
2023
Q2 		$7.13K Hold
285
– – ﹤0.01% 351
2023
Q1 		$6.94K Hold
285
– – ﹤0.01% 445
2022
Q4 		$6.75K Buy
+285
New +$6.63K ﹤0.01% 451

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SAG
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
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MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mascoma Wealth Management's SCHE Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2024, closing a stake of 285 shares — an estimated $7.57K sold.

Mascoma Wealth Management first reported a position in SCHE in Q4 2022 and held it in 7 quarters. The position peaked at $7.57K in Q2 2024. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

  • Mascoma Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 285 Schwab Emerging Markets Equity ETF shares in Q3 2024, an estimated $7.57K.
  • Mascoma Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and held it in 7 quarters.
  • Mascoma Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $7.57K in Q2 2024.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.