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

Mascoma Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,494
Closed -$32K – 492
2024
Q2 		$32K Hold
1,494
– – 0.01% 231
2024
Q1 		$30.9K Hold
1,494
– – 0.01% 227
2023
Q4 		$28.1K Hold
1,494
– – 0.01% 240
2023
Q3 		$25.2K Hold
1,494
– – 0.01% 250
2023
Q2 		$26.4K Hold
1,494
– – 0.01% 244
2023
Q1 		$24.4K Hold
1,494
– – 0.01% 315
2022
Q4 		$22.5K Buy
+1,494
New +$22.6K 0.01% 320

Other funds holding SCHX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2024, closing a stake of 1,494 shares — an estimated $32K sold.

Mascoma Wealth Management first reported a position in SCHX in Q4 2022 and held it in 7 quarters. The position peaked at $32K in Q2 2024. 1,249 funds tracked by Wall St. Rank hold SCHX as of Q3 2024.

  • Mascoma Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,494 Schwab US Large- Cap ETF shares in Q3 2024, an estimated $32K.
  • Mascoma Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 7 quarters.
  • Mascoma Wealth Management's Schwab US Large- Cap ETF position peaked at $32K in Q2 2024.
  • 1,249 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2024.

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