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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$75.9K	Buy	4,032 +3	+0.1%	+$53	0.01%	311
2023 Q3	$68K	Buy	4,029 +6	+0.1%	+$105	0.01%	296
2023 Q2	$70.3K	Buy	4,023 +3	+0.1%	+$50	0.01%	294
2023 Q1	$64.8K	Sell	4,020 -360	-8%	-$5.67K	0.01%	305
2022 Q4	$66K	Buy	4,380 +9	+0.2%	+$136	0.01%	298
2022 Q3	$62K	Buy	4,371 +6	+0.1%	+$94	0.01%	288
2022 Q2	$65K	Buy	4,365 +6	+0.1%	+$97	0.01%	289
2022 Q1	$78K	Buy	4,359 +1,593	+58%	+$28.2K	0.01%	271
2021 Q4	$52K	Hold	2,766	–	–	﹤0.01%	318
2021 Q3	$48K	Hold	2,766	–	–	﹤0.01%	304
2021 Q2	$48K	Hold	2,766	–	–	﹤0.01%	287
2021 Q1	$44K	Hold	2,766	–	–	﹤0.01%	278
2020 Q4	$42K	Hold	2,766	–	–	﹤0.01%	265
2020 Q3	$37K	Hold	2,766	–	–	﹤0.01%	253
2020 Q2	$34K	Hold	2,766	–	–	﹤0.01%	256
2020 Q1	$28K	Hold	2,766	–	–	﹤0.01%	247
2019 Q4	$35K	Hold	2,766	–	–	﹤0.01%	265
2019 Q3	$33K	Hold	2,766	–	–	﹤0.01%	244
2019 Q2	$33K	Hold	2,766	–	–	﹤0.01%	258
2019 Q1	$32K	Sell	2,766 -378	-12%	-$4.1K	﹤0.01%	262
2018 Q4	$33K	Buy	+3,144	New	+$33.7K	﹤0.01%	253
2018 Q1	–	Sell	-1,020	Closed	-$11K	–	717
2017 Q4	$11K	Hold	1,020	–	–	﹤0.01%	360
2017 Q3	$10K	Hold	1,020	–	–	﹤0.01%	350
2017 Q2	$10K	Buy	+1,020	New	+$9.73K	﹤0.01%	343

Other funds holding SCHX

CSIA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Baystate Wealth Management increased its Schwab US Large- Cap ETF (SCHX) stake by 0.07% in Q4 2023, buying an estimated $53 and bringing the position to 4,032 shares worth $75.9K. The position accounts for 0.01% of the portfolio, ranked #311.

Baystate Wealth Management first reported a position in SCHX in Q2 2017 and has held it in 24 quarters since. The position peaked at $78K in Q1 2022. 1,167 funds tracked by Wall St. Rank hold SCHX as of Q4 2023.

Baystate Wealth Management held 4,032 shares of Schwab US Large- Cap ETF worth $75.9K as of Q4 2023.
Baystate Wealth Management bought 3 Schwab US Large- Cap ETF shares in Q4 2023, an estimated $53.
Schwab US Large- Cap ETF made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #311 holding.
Baystate Wealth Management first reported a position in Schwab US Large- Cap ETF in Q2 2017 and has held it in 24 quarters since.
Baystate Wealth Management's Schwab US Large- Cap ETF position peaked at $78K in Q1 2022.
1,167 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2023.

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