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
2026 Q3	$8.6K	Buy	+390	New	+$9.26K	﹤0.01%	346
2024 Q1	–	Sell	-555	Closed	-$11.5K	–	468
2023 Q4	$11.5K	Hold	555	–	–	﹤0.01%	310
2023 Q3	$9.9K	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

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Zynergy Retirement Planning Red Bank, New Jersey $187M AUM 7.78% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Mascoma Wealth Management's SCHH Position: Q3 2026 in Review

Mascoma Wealth Management opened a new position in Schwab US REIT ETF (SCHH) in Q3 2026: 390 shares worth $8.6K. The stake represents ﹤0.01% of the portfolio and ranks #346 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in SCHH as recently as Q4 2023.

Mascoma Wealth Management first reported a position in SCHH in Q4 2022 and has held it in 6 quarters since. The position peaked at $11.5K in Q4 2023. 166 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

Mascoma Wealth Management held 390 shares of Schwab US REIT ETF worth $8.6K as of Q3 2026.
Schwab US REIT ETF was a new Mascoma Wealth Management position in Q3 2026.
Schwab US REIT ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #346 holding.
Mascoma Wealth Management first reported a position in Schwab US REIT ETF in Q4 2022 and has held it in 6 quarters since.
Mascoma Wealth Management's Schwab US REIT ETF position peaked at $11.5K in Q4 2023.
166 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

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