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 $831,044. This represents 0.17% of its overall portfolio holdings.
Number of Shares
29,564
Previous 29,965
1.34%
Holding current value
$831,044
Previous $2.12 Million
6.13%
% of portfolio
0.17%
Previous 0.17%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio