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
447Shares Held
358MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.38 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$395 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$314 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$210 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$193 Million0.2% of portfolio