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Mascoma Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mascoma Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-644
Closed -$18.8K – 482
2025
Q2 		$18.8K Buy
+644
New +$17K ﹤0.01% 266
2024
Q3 		– Sell
-1,840
Closed -$46.4K – 488
2024
Q2 		$46.4K Hold
1,840
– – 0.01% 202
2024
Q1 		$42.7K Hold
1,840
– – 0.01% 194
2023
Q4 		$38.2K Hold
1,840
– – 0.01% 209
2023
Q3 		$33.5K Hold
1,840
– – 0.01% 220
2023
Q2 		$34.7K Hold
1,840
– – 0.01% 217
2023
Q1 		$30.4K Hold
1,840
– – 0.01% 291
2022
Q4 		$25.6K Buy
+1,840
New +$26.5K 0.01% 306

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mascoma Wealth Management's SCHG Position: Q3 2025 in Review

Mascoma Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 644 shares — an estimated $18.8K sold.

Mascoma Wealth Management first reported a position in SCHG in Q4 2022 and held it in 8 quarters. The position peaked at $46.4K in Q2 2024. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Mascoma Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 644 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $18.8K.
  • Mascoma Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 8 quarters.
  • Mascoma Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $46.4K in Q2 2024.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Mascoma Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.