A detailed history of Baystate Wealth Management LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Baystate Wealth Management LLC holds 181 shares of SCHP stock, worth $4,736. This represents 0.0% of its overall portfolio holdings.

Number of Shares
181
Previous 181 -0.0%
Holding current value
$4,736
Previous $9,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Sep 21, 2023

BUY
$52.18 - $54.02 $9,444 - $9,777
181 New
181 $9,000
Q2 2022

Aug 02, 2022

SELL
$55.59 - $60.15 $8,672 - $9,383
-156 Reduced 46.29%
181 $10,000
Q1 2022

Apr 19, 2022

BUY
$59.94 - $62.99 $59 - $62
1 Added 0.3%
337 $20,000
Q4 2021

Jan 21, 2022

BUY
$62.25 - $63.89 $186 - $191
3 Added 0.9%
336 $21,000
Q3 2021

Nov 05, 2021

BUY
$62.25 - $63.89 $124 - $127
2 Added 0.6%
333 $21,000
Q2 2021

Jul 26, 2021

BUY
$61.03 - $62.53 $122 - $125
2 Added 0.61%
331 $21,000
Q1 2021

Apr 21, 2021

BUY
$60.52 - $62.31 $19,911 - $20,499
329 New
329 $20,000

Others Institutions Holding SCHP

About SCHWAB STRATEGIC US TIPS ETF


  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
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.