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Schwab U S Large Cap Growth ETF shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $43k 460 92.72
2023-12-31 $38k 460 82.96
2023-09-30 $34k 460 72.72
2023-06-30 $35k 460 75.43
2023-03-31 $30k 460 66.07
2022-12-31 $26k 460 55.56

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Fidelity High Dividend Etf Etf (FDVV)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)

View all positions for Mascoma Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Mather Group
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
Fund Evaluation Group
McAdam
CWM
Focus Financial Network
Fort Pitt Capital
Bank of America Corporation
Thrive Wealth Management
Jpmorgan Chase & Co
Focus Financial Network
HighTower Advisors

View all funds holding Schwab U S Large Cap Growth ETF