Baystate Wealth Management’s Schwab US TIPS ETF SCHP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$9.49K	Hold	362	–	–	﹤0.01%	732
2023 Q3	$9.18K	Hold	362	–	–	﹤0.01%	597
2023 Q2	$9.53K	Hold	362	–	–	﹤0.01%	581
2023 Q1	$9.75K	Hold	362	–	–	﹤0.01%	573
2022 Q4	$9K	Hold	362	–	–	﹤0.01%	596
2022 Q3	$9K	Hold	362	–	–	﹤0.01%	565
2022 Q2	$10K	Sell	362 -312	-46%	-$9.05K	﹤0.01%	563
2022 Q1	$20K	Buy	674 +2	+0.3%	+$61	﹤0.01%	460
2021 Q4	$21K	Buy	672 +6	+0.9%	+$189	﹤0.01%	466
2021 Q3	$21K	Buy	666 +4	+0.6%	+$126	﹤0.01%	417
2021 Q2	$21K	Buy	662 +4	+0.6%	+$124	﹤0.01%	398
2021 Q1	$20K	Buy	+658	New	+$20.3K	﹤0.01%	367

Other funds holding SCHP

CSIA

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

QCM

Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Baystate Wealth Management held its Schwab US TIPS ETF (SCHP) position steady in Q4 2023 at 362 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Baystate Wealth Management first reported a position in SCHP in Q1 2021 and has held it in 12 quarters since. The position peaked at $21K in Q4 2021. 663 funds tracked by Wall St. Rank hold SCHP as of Q4 2023.

Baystate Wealth Management held 362 shares of Schwab US TIPS ETF worth $9.49K as of Q4 2023.
Baystate Wealth Management left its Schwab US TIPS ETF share count unchanged in Q4 2023.
Schwab US TIPS ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #732 holding.
Baystate Wealth Management first reported a position in Schwab US TIPS ETF in Q1 2021 and has held it in 12 quarters since.
Baystate Wealth Management's Schwab US TIPS ETF position peaked at $21K in Q4 2021.
663 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2023.

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