Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$20,114
-$279 QoQ
Shares Held
218
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,161
of 2,304 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Mascoma Wealth Management LLC holds $84,743 across 7 Capital Markets names. SCHW ranks #3 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
28 | $28,318 | |
| 2 | MS |
Morgan Stanley
|
127 | $26,548 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
218 | $20,114 | |
| 4 | MARA |
MARA Holdings, Inc.
|
290 | $4,028 | |
| 5 | CLSK |
Cleanspark, Inc.
|
246 | $3,579 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
17 | $1,704 | |
| 7 | PJT |
PJT Partners Inc.
|
3 | $452 |
All Filings in SCHW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,114 | 218 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $20,393 | 217 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $21,680 | 217 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $20,716 | 217 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $19,799 | 217 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $16,986 | 217 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $16,060 | 217 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,341 | 283 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $20,854 | 283 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $10,851 | 150 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $10,320 | 150 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $8,235 | 150 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $8,502 | 150 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,528 | 201 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $16,735 | 201 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $14,374 | 200 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $12,636 | 200 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $16,862 | 200 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $16,820 | 200 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $14,568 | 200 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $13,036 | 200 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||