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Mascoma Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Mascoma Wealth Management’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-555
Closed -$11.5K – 468
2023
Q4 		$11.5K Hold
555
– – ﹤0.01% 310
2023
Q3 		$9.85K Hold
555
– – ﹤0.01% 329
2023
Q2 		$10.8K Hold
555
– – ﹤0.01% 316
2023
Q1 		$10.8K Hold
555
– – ﹤0.01% 396
2022
Q4 		$10.7K Buy
+555
New +$10.7K ﹤0.01% 397

Other funds holding SCHH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Mascoma Wealth Management's SCHH Position: Q1 2024 in Review

Mascoma Wealth Management sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 555 shares — an estimated $11.5K sold.

Mascoma Wealth Management first reported a position in SCHH in Q4 2022 and held it in 5 quarters. The position peaked at $11.5K in Q4 2023. 498 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

  • Mascoma Wealth Management reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 555 Schwab US REIT ETF shares in Q1 2024, an estimated $11.5K.
  • Mascoma Wealth Management first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 5 quarters.
  • Mascoma Wealth Management's Schwab US REIT ETF position peaked at $11.5K in Q4 2023.
  • 498 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on Mascoma Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.