Baystate Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 02, 2023	BUY	$65.29 - $71.03 $2.79 Million - $3.03 Million	42,664 New	42,664 $3.03 Million
Q1 2018 Apr 24, 2018	SELL	N/A	-522 Closed	0 $0
Q3 2017 Oct 10, 2017	BUY	N/A	522	522 $26,000

Others Institutions Holding SCHM

# of Institutions

950

Shares Held

108M

Call Options Held

8.1K

Put Options Held

3.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

25.9M
Shares

$722 Million
4.42% of portfolio
Creative Planning Overland Park, KS

9.83M
Shares

$274 Million
0.81% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

7.18M
Shares

$200 Million
6.46% of portfolio
High Tower Advisors, LLC Chicago, IL

3.26M
Shares

$90.7 Million
0.4% of portfolio
Northwestern Mutual Wealth Management CO

2.37M
Shares

$66 Million
0.18% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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