Baystate Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Baystate Wealth Management LLC holds 1,065 shares of SCHB stock, worth $24,910. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,065
Previous 456 133.55%
Holding current value
$24,910
Previous $22,000 168.18%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
BUY
$47.61 - $55.91 $28,994 - $34,049
609 Added 133.55%
1,065 $59,000
Q3 2023

Oct 25, 2023
BUY
$49.59 - $53.57 $99 - $107
2 Added 0.44%
456 $22,000
Q2 2023

Sep 21, 2023
SELL
$47.08 - $51.7 $369,719 - $406,000
-7,853 Reduced 94.53%
454 $23,000
Q2 2023

Aug 02, 2023
BUY
$47.08 - $51.7 $391,093 - $429,471
8,307 New
8,307 $429,000

Others Institutions Holding SCHB

# of Institutions
1,237
Shares Held
366M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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