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

Mascoma Wealth Management LLC

$437 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 22, 2025	BUY	$22.27 - $29.21 $14,341 - $18,811	644 New	644 $18,000
Q4 2022 Jan 24, 2023	BUY	$54.31 - $60.76 $24,982 - $27,949	460 New	460 $0

Others Institutions Holding SCHG

# of Institutions

1,687

Shares Held

855M

Call Options Held

543K

Put Options Held

113K

Envestnet Asset Management Inc

61.9M
Shares

$2 Billion
0.61% of portfolio
Sei Investments CO Oaks, PA

44.5M
Shares

$1.43 Billion
1.58% of portfolio
Mather Group, Llc. Chicago, IL

41.8M
Shares

$1.35 Billion
14.17% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

35.6M
Shares

$1.15 Billion
2.17% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

34.5M
Shares

$1.11 Billion
0.18% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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