Mascoma Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Mascoma Wealth Management’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-324	Closed	-$7.8K	–	490
2024 Q2	$7.8K	Hold	324	–	–	﹤0.01%	357
2024 Q1	$7.81K	Hold	324	–	–	﹤0.01%	338
2023 Q4	$7.85K	Hold	324	–	–	﹤0.01%	338
2023 Q3	$7.76K	Hold	324	–	–	﹤0.01%	342
2023 Q2	$7.78K	Hold	324	–	–	﹤0.01%	341
2023 Q1	$7.9K	Hold	324	–	–	﹤0.01%	431
2022 Q4	$7.82K	Buy	+324	New	+$7.81K	﹤0.01%	438

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q3 2024, closing a stake of 324 shares — an estimated $7.8K sold.

Mascoma Wealth Management first reported a position in SCHO in Q4 2022 and held it in 7 quarters. The position peaked at $7.9K in Q1 2023. 586 funds tracked by Wall St. Rank hold SCHO as of Q3 2024.

Mascoma Wealth Management reported no remaining Schwab Short-Term US Treasury ETF position as of Q3 2024 after selling out during the quarter.
Mascoma Wealth Management sold 324 Schwab Short-Term US Treasury ETF shares in Q3 2024, an estimated $7.8K.
Mascoma Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q4 2022 and held it in 7 quarters.
Mascoma Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $7.9K in Q1 2023.
586 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2024.

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