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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Mascoma Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
218
Value
$20.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SCHW by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026218$20.1K<0.1%+1+0.5%AddedHolders
Q1 2026217$20.4K<0.1%00.0%UnchangedHolders
Q4 2025217$21.7K<0.1%00.0%UnchangedHolders
Q3 2025217$20.7K<0.1%00.0%UnchangedHolders
Q2 2025217$19.8K<0.1%00.0%UnchangedHolders
Q1 2025217$17.0K<0.1%00.0%UnchangedHolders
Q4 2024217$16.1K<0.1%−66−23.3%ReducedHolders
Q3 2024283$18.3K<0.1%00.0%UnchangedHolders
Q2 2024283$20.9K<0.1%+133+88.7%AddedHolders
Q1 2024150$10.9K<0.1%00.0%UnchangedHolders
Q4 2023150$10.3K<0.1%00.0%UnchangedHolders
Q3 2023150$8.23K<0.1%00.0%UnchangedHolders
Q2 2023150$9.83K<0.1%−51−25.4%ReducedHolders
Q1 2023201$10.5K<0.1%00.0%UnchangedHolders
Q4 2022201$16.7K<0.1%+1+0.5%AddedHolders
Q3 2022200$14.0K<0.1%00.0%UnchangedHolders
Q2 2022200$13.0K<0.1%00.0%UnchangedHolders
Q1 2022200$17.0K<0.1%00.0%UnchangedHolders
Q4 2021200$17.0K<0.1%00.0%UnchangedHolders
Q3 2021200$15.0K<0.1%+200NewHolders
Q2 20210$00.0%−200−100.0%Sold outHolders
Q1 2021200$13.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.