Baystate Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$4.06K	Buy	163 +5	+3%	+$120	﹤0.01%	934
2023 Q3	$3.79K	Hold	158	–	–	﹤0.01%	722
2023 Q2	$3.89K	Buy	158 +1	+0.6%	+$24	﹤0.01%	744
2023 Q1	$3.86K	Sell	157 -49	-24%	-$1.21K	﹤0.01%	727
2022 Q4	$5K	Buy	206 +5	+2%	+$116	﹤0.01%	693
2022 Q3	$5K	Hold	201	–	–	﹤0.01%	651
2022 Q2	$5K	Hold	201	–	–	﹤0.01%	672
2022 Q1	$6K	Buy	+201	New	+$5.82K	﹤0.01%	643
2020 Q4	–	Sell	-564	Closed	-$15K	–	750
2020 Q3	$15K	Buy	+564	New	+$15.1K	﹤0.01%	346

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Baystate Wealth Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 3.2% in Q4 2023, buying an estimated $120 and bringing the position to 163 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Baystate Wealth Management first reported a position in SCHE in Q3 2020 and has held it in 9 quarters since. The position peaked at $15K in Q3 2020. 736 funds tracked by Wall St. Rank hold SCHE as of Q4 2023.

Baystate Wealth Management held 163 shares of Schwab Emerging Markets Equity ETF worth $4.06K as of Q4 2023.
Baystate Wealth Management bought 5 Schwab Emerging Markets Equity ETF shares in Q4 2023, an estimated $120.
Schwab Emerging Markets Equity ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #934 holding.
Baystate Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and has held it in 9 quarters since.
Baystate Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $15K in Q3 2020.
736 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2023.

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