Baystate Wealth Management LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Baystate Wealth Management LLC holds 163 shares of SCHE stock, worth $4,387. This represents 0.0% of its overall portfolio holdings.

Number of Shares
163
Previous 158 3.16%
Holding current value
$4,387
Previous $3,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 29, 2024
BUY
$23.04 - $24.89 $115 - $124
5 Added 3.16%
163 $4,000
Q2 2023

Sep 21, 2023
BUY
$23.66 - $25.54 $3,738 - $4,035
158 New
158 $3,000
Q1 2023

Apr 25, 2023
SELL
$23.32 - $26.39 $1,142 - $1,293
-49 Reduced 23.79%
157 $3,000
Q4 2022

Jan 12, 2023
BUY
$21.59 - $24.95 $107 - $124
5 Added 2.49%
206 $5,000
Q1 2022

Apr 19, 2022
BUY
$25.61 - $30.82 $5,147 - $6,194
201 New
201 $6,000
Q4 2020

Jan 15, 2021
SELL
$26.72 - $30.68 $15,070 - $17,303
-564 Closed
0 $0
Q3 2020

Oct 14, 2020
BUY
$24.69 - $27.71 $13,925 - $15,628
564 New
564 $15,000

Others Institutions Holding SCHE

# of Institutions
780
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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