Baystate Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Baystate Wealth Management LLC holds 1,344 shares of SCHX stock, worth $32,108. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,344
Previous 1,343 0.07%
Holding current value
$32,108
Previous $67,000 11.94%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
BUY
$48.47 - $56.6 $48 - $56
1 Added 0.07%
1,344 $75,000
Q3 2023

Oct 25, 2023
BUY
$50.36 - $54.21 $100 - $108
2 Added 0.15%
1,343 $67,000
Q2 2023

Sep 21, 2023
SELL
$47.67 - $52.37 $154,498 - $169,731
-3,241 Reduced 70.73%
1,341 $70,000
Q2 2023

Aug 02, 2023
BUY
$47.67 - $52.37 $154,546 - $169,783
3,242 Added 241.94%
4,582 $239,000
Q1 2023

Apr 25, 2023
SELL
$44.78 - $49.41 $5,373 - $5,929
-120 Reduced 8.22%
1,340 $64,000
Q4 2022

Jan 12, 2023
BUY
$42.25 - $48.16 $126 - $144
3 Added 0.21%
1,460 $66,000
Q3 2022

Nov 10, 2022
BUY
$42.35 - $51.01 $84 - $102
2 Added 0.14%
1,457 $62,000
Q2 2022

Aug 02, 2022
BUY
$43.35 - $54.51 $86 - $109
2 Added 0.14%
1,455 $65,000
Q1 2022

Apr 19, 2022
BUY
$49.51 - $57.27 $49,113 - $56,811
992 Added 215.18%
1,453 $78,000
Q1 2019

Apr 25, 2019
SELL
N/A
-63 Reduced 12.02%
461 $32,000
Q4 2018

Jan 24, 2019
BUY
N/A
524 New
524 $33,000
Q1 2018

Apr 24, 2018
SELL
N/A
-170 Closed
0 $0
Q3 2017

Oct 10, 2017
BUY
N/A
170
170 $10,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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