BWM
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Baystate Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Baystate Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,566
Closed -$29K – 716
2017
Q4 		$29K Hold
1,566
– – ﹤0.01% 253
2017
Q3 		$26K Hold
1,566
– – ﹤0.01% 250
2017
Q2 		$26K Buy
+1,566
New +$26K ﹤0.01% 245