Baystate Wealth Management LLC Schwab Short Term Us Treasury Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Baystate Wealth Management LLC holds 32 shares of SCHO stock, worth $773. This represents 0.0% of its overall portfolio holdings.

Number of Shares
32
Previous 32 -0.0%
Holding current value
$773
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Sep 21, 2023
BUY
$48.06 - $48.89 $1,537 - $1,564
32 New
32 $1,000
Q1 2022

Apr 19, 2022
BUY
$49.47 - $50.82 $7,469 - $7,673
151 Added 61.63%
396 $20,000
Q3 2021

Nov 05, 2021
BUY
$51.18 - $51.3 $12,539 - $12,568
245 New
245 $13,000
Q2 2020

Jul 28, 2020
SELL
$51.53 - $51.71 $618 - $620
-12 Closed
0 $0
Q1 2020

Apr 22, 2020
BUY
$50.48 - $51.73 $605 - $620
12 New
12 $1,000

Others Institutions Holding SCHO

# of Institutions
663
Shares Held
343M
Call Options Held
56.5K
Put Options Held
44.6K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Baystate Wealth Management LLC Portfolio

Follow Baystate Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baystate Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baystate Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email