MWM
SCHK icon

Mascoma Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Mascoma Wealth Management’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100
Closed -$2K – 654
2022
Q3 		$2K Buy
+100
New +$1.92K ﹤0.01% 562

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mascoma Wealth Management's SCHK Position: Q4 2022 in Review

Mascoma Wealth Management sold out of Schwab 1000 Index ETF (SCHK) in Q4 2022, closing a stake of 100 shares — an estimated $2K sold.

Mascoma Wealth Management first reported a position in SCHK in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 132 funds tracked by Wall St. Rank hold SCHK as of Q4 2022.

  • Mascoma Wealth Management reported no remaining Schwab 1000 Index ETF position as of Q4 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 100 Schwab 1000 Index ETF shares in Q4 2022, an estimated $2K.
  • Mascoma Wealth Management first reported a position in Schwab 1000 Index ETF in Q3 2022 and held it in 1 quarter.
  • Mascoma Wealth Management's Schwab 1000 Index ETF position peaked at $2K in Q3 2022.
  • 132 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2022.

Based on Mascoma Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.