MWM
SCHZ icon

Mascoma Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mascoma Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-386
Closed -$8.8K – 493
2024
Q2 		$8.8K Hold
386
– – ﹤0.01% 348
2024
Q1 		$8.88K Hold
386
– – ﹤0.01% 330
2023
Q4 		$9K Hold
386
– – ﹤0.01% 327
2023
Q3 		$8.54K Hold
386
– – ﹤0.01% 334
2023
Q2 		$8.8K Hold
386
– – ﹤0.01% 330
2023
Q1 		$9.08K Hold
386
– – ﹤0.01% 414
2022
Q4 		$8.81K Buy
+386
New +$8.79K ﹤0.01% 421

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2024, closing a stake of 386 shares — an estimated $8.8K sold.

Mascoma Wealth Management first reported a position in SCHZ in Q4 2022 and held it in 7 quarters. The position peaked at $9.08K in Q1 2023. 592 funds tracked by Wall St. Rank hold SCHZ as of Q3 2024.

  • Mascoma Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 386 Schwab US Aggregate Bond ETF shares in Q3 2024, an estimated $8.8K.
  • Mascoma Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q4 2022 and held it in 7 quarters.
  • Mascoma Wealth Management's Schwab US Aggregate Bond ETF position peaked at $9.08K in Q1 2023.
  • 592 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2024.

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