Baystate Wealth Management LLC Schwab Strategic Tr Intl Eqty Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Baystate Wealth Management LLC holds 2,491 shares of SCHF stock, worth $49,471. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,491
Previous 1,396
78.44%
Holding current value
$49,471
Previous $47,000
95.74%
% of portfolio
0.01%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding SCHF
# of Institutions
1,371Shares Held
1.42BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.65 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.6 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.42 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.42 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$829 Million0.75% of portfolio