Baystate Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Baystate Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$2.25M	Sell
2023 Q3	$2.12M	Sell
2023 Q2	$2.22M	Buy
2023 Q1	$2.2M	Buy
2022 Q4	$2.12M	Buy
2022 Q3	$1.76M	Sell
2022 Q2	$1.96M	Buy
2022 Q1	$2.13M	Sell
2021 Q4	$2.24M	Sell
2021 Q3	$2.07M	Sell
2021 Q2	$2.59M	Sell
2021 Q1	$2.54M	Sell
2020 Q4	$3.01M	Sell
2020 Q3	$2.97M	Sell
2020 Q2	$2.94M	Sell
2020 Q1	$2.93M	Sell
2019 Q4	$4.56M	Sell
2019 Q3	$4.34M	Sell
2019 Q2	$4.27M	Buy
2019 Q1	$3.92M	Buy
2018 Q4	$3.5M	Buy
2018 Q3	$3.49M	Sell
2018 Q2	$3.69M	Sell
2018 Q1	$4.36M	Sell
2017 Q4	$4.9M	Buy
2017 Q3	$3.97M	Buy
2017 Q2	$3.6M	Buy
2017 Q1	$3.34M	Buy
2016 Q4	$2.68M	Buy
2016 Q3	$993K	Buy
2016 Q2	$732K	Buy
2016 Q1	$339K	Buy