Baystate Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$92.1K	Buy	4,982 +2,190	+78%	+$38K	0.01%	285
2023 Q3	$47.4K	Sell	2,792 -3,688	-57%	-$65.1K	﹤0.01%	347
2023 Q2	$116K	Buy	6,480 +72	+1%	+$1.28K	0.01%	241
2023 Q1	$112K	Sell	6,408 -1,494	-19%	-$25.6K	0.01%	237
2022 Q4	$127K	Sell	7,902 -2,084	-21%	-$32.5K	0.01%	227
2022 Q3	$140K	Buy	9,986 +3,520	+54%	+$55.2K	0.01%	200
2022 Q2	$102K	Buy	6,466 +3,602	+126%	+$61.3K	0.01%	238
2022 Q1	$53K	Buy	+2,864	New	+$53.2K	﹤0.01%	311
2020 Q2	–	Sell	-1,600	Closed	-$21K	–	729
2020 Q1	$21K	Hold	1,600	–	–	﹤0.01%	279
2019 Q4	$27K	Buy	+1,600	New	+$26.3K	﹤0.01%	290
2019 Q1	–	Sell	-200	Closed	-$3K	–	698
2018 Q4	$3K	Buy	+200	New	+$3.06K	﹤0.01%	485

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

CSIA

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

Baystate Wealth Management increased its Schwab International Equity ETF (SCHF) stake by 78% in Q4 2023, buying an estimated $38K and bringing the position to 4,982 shares worth $92.1K. The position accounts for 0.01% of the portfolio, ranked #285.

Baystate Wealth Management first reported a position in SCHF in Q4 2018 and has held it in 11 quarters since. The position peaked at $140K in Q3 2022. 1,111 funds tracked by Wall St. Rank hold SCHF as of Q4 2023.

Baystate Wealth Management held 4,982 shares of Schwab International Equity ETF worth $92.1K as of Q4 2023.
Baystate Wealth Management bought 2,190 Schwab International Equity ETF shares in Q4 2023, an estimated $38K.
Schwab International Equity ETF made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #285 holding.
Baystate Wealth Management first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 11 quarters since.
Baystate Wealth Management's Schwab International Equity ETF position peaked at $140K in Q3 2022.
1,111 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2023.

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