MWM
SCHV

Mascoma Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Mascoma Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,335
Closed -$33K – 491
2024
Q2 		$33K Hold
1,335
– – 0.01% 228
2024
Q1 		$33.8K Hold
1,335
– – 0.01% 218
2023
Q4 		$31.2K Hold
1,335
– – 0.01% 230
2023
Q3 		$28.7K Hold
1,335
– – 0.01% 238
2023
Q2 		$30.5K Hold
1,335
– – 0.01% 228
2023
Q1 		$29.5K Hold
1,335
– – 0.01% 293
2022
Q4 		$29.4K Buy
+1,335
New +$28.9K 0.01% 293

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2024, closing a stake of 1,335 shares — an estimated $33K sold.

Mascoma Wealth Management first reported a position in SCHV in Q4 2022 and held it in 7 quarters. The position peaked at $33.8K in Q1 2024. 785 funds tracked by Wall St. Rank hold SCHV as of Q3 2024.

  • Mascoma Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,335 Schwab US Large-Cap Value ETF shares in Q3 2024, an estimated $33K.
  • Mascoma Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q4 2022 and held it in 7 quarters.
  • Mascoma Wealth Management's Schwab US Large-Cap Value ETF position peaked at $33.8K in Q1 2024.
  • 785 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2024.

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