Mascoma Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History
Mascoma Wealth Management LLC
- $400 Million
- Q3 2024
A detailed history of Mascoma Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 20 shares of SCHD stock, worth $572. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20Holding current value
$572% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio