MWM
SCHY icon

Mascoma Wealth Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Mascoma Wealth Management’s Portfolio SCHY Stock Details SCHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-40
Closed -$1.05K – 529
2024
Q3 		$1.05K Buy
+40
New +$1.01K ﹤0.01% 436

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WOC
West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return

Mascoma Wealth Management's SCHY Position: Q4 2024 in Review

Mascoma Wealth Management sold out of Schwab International Dividend Equity ETF (SCHY) in Q4 2024, closing a stake of 40 shares — an estimated $1.05K sold.

Mascoma Wealth Management first reported a position in SCHY in Q3 2024 and held it in 1 quarter. The position peaked at $1.05K in Q3 2024. 133 funds tracked by Wall St. Rank hold SCHY as of Q4 2024.

  • Mascoma Wealth Management reported no remaining Schwab International Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 40 Schwab International Dividend Equity ETF shares in Q4 2024, an estimated $1.05K.
  • Mascoma Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q3 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's Schwab International Dividend Equity ETF position peaked at $1.05K in Q3 2024.
  • 133 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q4 2024.

Based on Mascoma Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.