Baystate Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.59K	Hold	64	–	–	﹤0.01%	1101
2023 Q3	$1.55K	Hold	64	–	–	﹤0.01%	840
2023 Q2	$1.54K	Buy	+64	New	+$1.55K	﹤0.01%	886
2022 Q3	–	Sell	-792	Closed	-$19K	–	935
2022 Q2	$19K	Hold	792	–	–	﹤0.01%	462
2022 Q1	$20K	Buy	792 +302	+62%	+$7.58K	﹤0.01%	459
2021 Q4	$12K	Hold	490	–	–	﹤0.01%	549
2021 Q3	$13K	Buy	+490	New	+$12.6K	﹤0.01%	500
2020 Q2	–	Sell	-24	Closed	-$1K	–	730
2020 Q1	$1K	Buy	+24	New	+$611	﹤0.01%	570

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

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

Baystate Wealth Management held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q4 2023 at 64 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Baystate Wealth Management first reported a position in SCHO in Q1 2020 and has held it in 8 quarters since. The position peaked at $20K in Q1 2022. 598 funds tracked by Wall St. Rank hold SCHO as of Q4 2023.

Baystate Wealth Management held 64 shares of Schwab Short-Term US Treasury ETF worth $1.59K as of Q4 2023.
Baystate Wealth Management left its Schwab Short-Term US Treasury ETF share count unchanged in Q4 2023.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1101 holding.
Baystate Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and has held it in 8 quarters since.
Baystate Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $20K in Q1 2022.
598 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q4 2023.

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