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

Baystate Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$59.3K Buy
3,195
+1,827
+134% +$31.6K ﹤0.01% 352
2023
Q3 		$22.8K Buy
1,368
+6
+0.4% +$104 ﹤0.01% 455
2023
Q2 		$23.5K Buy
+1,362
New +$22.2K ﹤0.01% 438

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Baystate Wealth Management's SCHB Position: Q4 2023 in Review

Baystate Wealth Management increased its Schwab US Broad Market ETF (SCHB) stake by 134% in Q4 2023, buying an estimated $31.6K and bringing the position to 3,195 shares worth $59.3K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Baystate Wealth Management first reported a position in SCHB in Q2 2023 and has held it in 3 quarters since. 1,034 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

  • Baystate Wealth Management held 3,195 shares of Schwab US Broad Market ETF worth $59.3K as of Q4 2023.
  • Baystate Wealth Management bought 1,827 Schwab US Broad Market ETF shares in Q4 2023, an estimated $31.6K.
  • Schwab US Broad Market ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #352 holding.
  • Baystate Wealth Management first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 3 quarters since.
  • 1,034 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.