Baystate Wealth Management LLC Schwab Intermediate Term Us Tr Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Baystate Wealth Management LLC holds 1 shares of SCHR stock, worth $24. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1
Previous 1
-0.0%
Holding current value
$24
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding SCHR
# of Institutions
488Shares Held
364MCall Options Held
900Put Options Held
3.05K-
Charles Schwab Investment Management Inc San Francisco, CA219MShares$5.45 Billion1.05% of portfolio
-
Royal Bank Of Canada Toronto, A618.6MShares$462 Million0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.1MShares$326 Million0.09% of portfolio
-
Stifel Financial Corp St. Louis, MO8.1MShares$201 Million0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY4.69MShares$117 Million0.01% of portfolio