Baystate Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$13.7K	Hold	660	–	–	﹤0.01%	658
2023 Q3	$12K	Hold	660	–	–	﹤0.01%	546
2023 Q2	$12.4K	Sell	660 -16,368	-96%	-$281K	﹤0.01%	536
2023 Q1	$277K	Sell	17,028 -348	-2%	-$5.28K	0.02%	162
2022 Q4	$241K	Buy	17,376 +16,352	+1,597%	+$235K	0.02%	175
2022 Q3	$14K	Hold	1,024	–	–	﹤0.01%	492
2022 Q2	$15K	Hold	1,024	–	–	﹤0.01%	500
2022 Q1	$19K	Buy	+1,024	New	+$18.7K	﹤0.01%	477
2020 Q3	–	Sell	-392	Closed	-$5K	–	729
2020 Q2	$5K	Buy	+392	New	+$4.57K	﹤0.01%	469
2019 Q1	–	Sell	-424	Closed	-$4K	–	699
2018 Q4	$4K	Buy	+424	New	+$3.95K	﹤0.01%	467
2018 Q1	–	Sell	-680	Closed	-$6K	–	715
2017 Q4	$6K	Hold	680	–	–	﹤0.01%	422
2017 Q3	$6K	Hold	680	–	–	﹤0.01%	396
2017 Q2	$5K	Buy	+680	New	+$5.3K	﹤0.01%	420

Other funds holding SCHG

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Baystate Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q4 2023 at 660 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Baystate Wealth Management first reported a position in SCHG in Q2 2017 and has held it in 13 quarters since. The position peaked at $277K in Q1 2023. 1,096 funds tracked by Wall St. Rank hold SCHG as of Q4 2023.

Baystate Wealth Management held 660 shares of Schwab US Large-Cap Growth ETF worth $13.7K as of Q4 2023.
Baystate Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q4 2023.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #658 holding.
Baystate Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and has held it in 13 quarters since.
Baystate Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $277K in Q1 2023.
1,096 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2023.

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