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Baystate Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Baystate Wealth Management’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-38
Closed -$1K – 1071
2022
Q4 		$1K Hold
38
– – ﹤0.01% 901
2022
Q3 		$1K Hold
38
– – ﹤0.01% 847
2022
Q2 		$1K Hold
38
– – ﹤0.01% 867
2022
Q1 		$1K Buy
+38
New +$1.45K ﹤0.01% 852
2019
Q1 		– Sell
-51
Closed -$2K – 697
2018
Q4 		$2K Buy
+51
New +$1.62K ﹤0.01% 520

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Baystate Wealth Management's SCHC Position: Q1 2023 in Review

Baystate Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2023, closing a stake of 38 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in SCHC in Q4 2018 and held it in 5 quarters. The position peaked at $2K in Q4 2018. 373 funds tracked by Wall St. Rank hold SCHC as of Q1 2023.

  • Baystate Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 38 Schwab International Small-Cap Equity ETF shares in Q1 2023, an estimated $1K.
  • Baystate Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and held it in 5 quarters.
  • Baystate Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $2K in Q4 2018.
  • 373 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.