Mascoma Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Mascoma Wealth Management LLC

$400 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 24, 2023	BUY	$54.31 - $60.76 $24,982 - $27,949	460 New	460 $0

Others Institutions Holding SCHG

# of Institutions

1,309

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$304 Million
2.41% of portfolio
Envestnet Asset Management Inc

10.9M
Shares

$295 Million
0.38% of portfolio
Mather Group, Llc. Chicago, IL

9.76M
Shares

$263 Million
13.14% of portfolio
Sei Investments CO Oaks, PA

9.56M
Shares

$258 Million
1.33% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

4.86M
Shares

$131 Million
5.48% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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