Baystate Wealth Management LLC Schwab Strategic Tr Us Small C 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 Small C stock. As of the latest transaction made, Baystate Wealth Management LLC holds 416 shares of SCHA stock, worth $11,598. This represents 0.0% of its overall portfolio holdings.

Number of Shares
416
Previous 414 0.48%
Holding current value
$11,598
Previous $17,000 11.76%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 29, 2024
BUY
$38.13 - $48.02 $76 - $96
2 Added 0.48%
416 $19,000
Q3 2023

Oct 25, 2023
BUY
$40.85 - $46.1 $81 - $92
2 Added 0.49%
414 $17,000
Q2 2023

Sep 21, 2023
SELL
$39.91 - $43.82 $1.12 Million - $1.23 Million
-28,083 Reduced 98.55%
412 $18,000
Q2 2023

Aug 02, 2023
BUY
$39.91 - $43.82 $1.12 Million - $1.23 Million
28,084 Added 6833.09%
28,495 $1.25 Million
Q1 2023

Apr 25, 2023
BUY
$39.82 - $46.36 $79 - $92
2 Added 0.49%
411 $17,000
Q4 2022

Jan 12, 2023
BUY
$38.25 - $43.54 $76 - $87
2 Added 0.49%
409 $17,000
Q3 2022

Nov 10, 2022
BUY
$37.65 - $45.9 $37 - $45
1 Added 0.25%
407 $15,000
Q2 2022

Aug 02, 2022
BUY
$37.88 - $48.01 $75 - $96
2 Added 0.5%
406 $16,000
Q1 2022

Apr 19, 2022
BUY
$44.42 - $51.73 $8,972 - $10,449
202 Added 100.0%
404 $19,000
Q4 2021

Jan 21, 2022
BUY
$48.64 - $55.07 $48 - $55
1 Added 0.5%
202 $21,000
Q3 2021

Nov 05, 2021
BUY
$48.3 - $52.49 $48 - $52
1 Added 0.5%
201 $20,000
Q1 2021

Apr 21, 2021
BUY
$43.89 - $52.63 $43 - $52
1 Added 0.5%
200 $20,000
Q3 2020

Oct 14, 2020
BUY
$32.09 - $36.38 $32 - $36
1 Added 0.51%
199 $14,000
Q1 2020

Apr 22, 2020
BUY
$22.29 - $38.7 $22 - $38
1 Added 0.51%
198 $10,000
Q4 2019

Jan 21, 2020
BUY
$33.63 - $38.03 $6,625 - $7,491
197 New
197 $15,000
Q1 2018

Apr 24, 2018
SELL
N/A
-142 Closed
0 $0
Q3 2017

Oct 10, 2017
BUY
N/A
142
142 $10,000

Others Institutions Holding SCHA

# of Institutions
1,299
Shares Held
259M
Call Options Held
61.6K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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