Mascoma Wealth Management LLC Schwab Strategic Tr 1000 Index Transaction History

Mascoma Wealth Management LLC

$400 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 18, 2022	BUY	$34.61 - $41.69 $1,730 - $2,084	50 New	50 $2,000

Others Institutions Holding SCHK

# of Institutions

181

Shares Held

39.5M

Call Options Held

0

Put Options Held

0

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

28.6M
Shares

$834 Million
3.25% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$105 Million
12.87% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$61.2 Million
27.6% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$37 Million
5.84% of portfolio
Waddell & Associates, LLC

963K
Shares

$28.1 Million
6.53% of portfolio

About SCHWAB STRATEGIC TR 1000 INDEX

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