Mayflower Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Mayflower Financial Advisors, LLC

  • $971 Million
  • Q4 2025

A detailed history of Mayflower Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 523,314 shares of SCHD stock, worth $14.3 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
523,314
Previous 472,256 10.81%
Holding current value
$14.3 Million
Previous $12.9 Million 10.57%
% of portfolio
1.47%
Previous 1.32%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$26.44 - $27.53 $1.35 Million - $1.41 Million
51,058 Added 10.81%
523,314 $14.3 Million
Q3 2025

Oct 17, 2025
BUY
$26.38 - $27.95 $1.65 Million - $1.74 Million
62,425 Added 15.23%
472,256 $12.9 Million
Q2 2025

Aug 04, 2025
BUY
$24.32 - $27.87 $3.25 Million - $3.73 Million
133,698 Added 48.42%
409,831 $10.9 Million
Q1 2025

May 02, 2025
BUY
$27.01 - $28.54 $486,017 - $513,548
17,994 Added 6.97%
276,133 $7.72 Million
Q4 2024

Jan 22, 2025
BUY
$26.93 - $84.95 $4.93 Million - $15.5 Million
183,033 Added 243.7%
258,139 $7.05 Million
Q3 2024

Nov 04, 2024
BUY
$77.02 - $85.06 $1.2 Million - $1.32 Million
15,549 Added 26.11%
75,106 $6.35 Million
Q2 2024

Aug 02, 2024
SELL
$75.81 - $80.15 $36,692 - $38,792
-484 Reduced 0.81%
59,557 $4.63 Million
Q1 2024

Apr 29, 2024
SELL
$75.25 - $80.63 $442,244 - $473,862
-5,877 Reduced 8.92%
60,041 $4.84 Million
Q4 2023

Jan 22, 2024
BUY
$66.9 - $76.32 $392,970 - $448,303
5,874 Added 9.78%
65,918 $5.02 Million
Q3 2023

Oct 12, 2023
SELL
$70.63 - $75.66 $2.21 Million - $2.37 Million
-31,353 Reduced 34.3%
60,044 $4.25 Million
Q2 2023

Jul 13, 2023
SELL
$69.18 - $73.94 $819,644 - $876,041
-11,848 Reduced 11.48%
91,397 $6.64 Million
Q1 2023

Apr 12, 2023
BUY
$70.28 - $78.03 $558,234 - $619,792
7,943 Added 8.33%
103,245 $7.55 Million
Q4 2022

Jan 25, 2023
SELL
$67.16 - $79.06 $147,953 - $174,169
-2,203 Reduced 2.26%
95,302 $0
Q4 2022

Jan 19, 2023
BUY
$67.16 - $79.06 $5.85 Million - $6.88 Million
87,066 Added 834.05%
97,505 $7.37 Billion
Q3 2022

Oct 19, 2022
BUY
$66.43 - $77.87 $693,462 - $812,884
10,439 New
10,439 $693,000
Q1 2022

Apr 21, 2022
BUY
$75.14 - $81.94 $55,378 - $60,389
737 Added 7.9%
10,063 $794,000
Q2 2021

Jul 29, 2021
BUY
$73.32 - $77.65 $40,325 - $42,707
550 Added 6.27%
9,326 $705,000
Q4 2020

Apr 12, 2021
BUY
$54.8 - $65.16 $480,924 - $571,844
8,776 New
8,776 $563,000

Others Institutions Holding SCHD

# of Institutions
2,061
Shares Held
865M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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