Baystate Wealth Management LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Baystate Wealth Management LLC holds 29,564 shares of SCHD stock, worth $867,703. This represents 0.17% of its overall portfolio holdings.
Number of Shares
29,564
Previous 29,965
1.34%
Holding current value
$867,703
Previous $2.12 Million
6.13%
% of portfolio
0.17%
Previous 0.17%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio