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 $11,435. This represents 0.0% of its overall portfolio holdings.

Number of Shares
416
Previous 414 0.48%
Holding current value
$11,435
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
1,135
Shares Held
233M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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