Baystate Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$59.3K Buy
3,195
+1,827
+134% +$33.9K ﹤0.01% 352
2023
Q3
$22.8K Buy
1,368
+6
+0.4% +$100 ﹤0.01% 455
2023
Q2
$23.5K Buy
+1,362
New +$23.5K ﹤0.01% 438