Baystate Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$17.7K Buy
2023
Q1
$17.2K Buy
2022
Q4
$17K Buy
2022
Q3
$15K Buy
2022
Q2
$16K Buy