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Schwab Strategic Tr us aggregate b shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b 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 Strategic Tr us aggregate b by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.9k 193 46.00
2023-12-31 $9.0k 193 46.62
2023-09-30 $8.5k 193 44.23
2023-06-30 $8.8k 193 45.62
2023-03-31 $9.1k 193 47.06
2022-12-31 $8.8k 193 45.65

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 Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Capital Management Associates
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
HighTower Advisors
Charles Schwab Trust
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services

View all funds holding Schwab Strategic Tr us aggregate b