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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-789	Closed	-$17.7K	–	1086
2023 Q2	$17.7K	Buy	789 +6	+0.8%	+$131	﹤0.01%	478
2023 Q1	$17.2K	Buy	783 +3	+0.4%	+$67	﹤0.01%	480
2022 Q4	$17K	Buy	780 +6	+0.8%	+$130	﹤0.01%	493
2022 Q3	$15K	Buy	774 +6	+0.8%	+$129	﹤0.01%	479
2022 Q2	$16K	Buy	+768	New	+$17.2K	﹤0.01%	492

Other funds holding SCHV

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

APP

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Baystate Wealth Management's SCHV Position: Q3 2023 in Review

Baystate Wealth Management sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2023, closing a stake of 789 shares — an estimated $17.7K sold.

Baystate Wealth Management first reported a position in SCHV in Q2 2022 and held it in 5 quarters. The position peaked at $17.7K in Q2 2023. 644 funds tracked by Wall St. Rank hold SCHV as of Q3 2023.

Baystate Wealth Management reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Baystate Wealth Management sold 789 Schwab US Large-Cap Value ETF shares in Q3 2023, an estimated $17.7K.
Baystate Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q2 2022 and held it in 5 quarters.
Baystate Wealth Management's Schwab US Large-Cap Value ETF position peaked at $17.7K in Q2 2023.
644 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.