Baystate Wealth Management LLC Schwab Strategic Tr Intl Small Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 19, 2022	BUY	$34.89 - $41.24 $1,325 - $1,567	38 New	38 $1,000
Q1 2019 Apr 25, 2019	SELL	N/A	-51 Closed	0 $0
Q4 2018 Jan 24, 2019	BUY	N/A	51 New	51 $2,000

Others Institutions Holding SCHC

# of Institutions

453

Shares Held

46.9M

Call Options Held

0

Put Options Held

0

Pnc Financial Services Group, Inc. Pittsburgh, PA

4.98M
Shares

$182 Million
0.12% of portfolio
Savant Capital, LLC

2.85M
Shares

$104 Million
0.8% of portfolio
Tiaa, Fsb St. Louis, MO

1.68M
Shares

$61.2 Million
0.21% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

1.66M
Shares

$60.7 Million
2.46% of portfolio
Envestnet Asset Management Inc

1.55M
Shares

$56.6 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

Ticker SCHC
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