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

912

Shares Held

94.8M

Call Options Held

6.2K

Put Options Held

3K

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

21.2M
Shares

$1.76 Billion
3.68% of portfolio
Creative Planning Overland Park, KS

10M
Shares

$834 Million
0.84% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$264 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$190 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$185 Million
2.77% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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