MWM
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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

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