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Schwab Strategic Tr us dividend eq shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 30k 76.13
2023-09-30 $2.1M 30k 70.76
2023-06-30 $23M 318k 72.62
2023-03-31 $2.2M 30k 73.16
2022-12-31 $2.1M 28k 75.54
2022-09-30 $1.8M 27k 66.43
2022-06-30 $2.0M 27k 71.62
2022-03-31 $2.1M 27k 78.88
2021-12-31 $2.2M 28k 80.83
2021-09-30 $2.1M 28k 74.23
2021-06-30 $2.6M 34k 75.61
2021-03-31 $2.5M 35k 72.92
2020-12-31 $3.0M 47k 64.15
2020-09-30 $3.0M 54k 55.30
2020-06-30 $2.9M 57k 51.75
2020-03-31 $2.9M 65k 44.98
2019-12-31 $4.6M 79k 57.92
2019-09-30 $4.3M 79k 54.78
2019-06-30 $4.3M 80k 53.50
2019-03-31 $3.9M 72k 54.54
2018-12-31 $3.5M 71k 49.24
2018-09-30 $3.5M 68k 51.44
2018-06-30 $3.7M 74k 50.12
2018-03-31 $4.4M 90k 48.68
2017-12-31 $4.9M 91k 53.84
2017-09-30 $4.0M 84k 47.47
2017-06-30 $3.6M 79k 45.54
2017-03-31 $3.3M 75k 44.36
2016-12-31 $2.7M 61k 43.88
2016-09-30 $993k 24k 42.33
2016-06-30 $732k 18k 41.45
2016-03-31 $339k 8.5k 40.09

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq