Mayflower Financial Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Mayflower Financial Advisors, LLC

$977 Million
Q3 2025

A detailed history of Mayflower Financial Advisors, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 10,274 shares of SCHJ stock, worth $255,206. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,274

Previous 10,256 0.18%

Holding current value

$255,206

Previous $254,000 0.79%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$24.65 - $24.98 $443 - $449	18 Added 0.18%	10,274 $256,000
Q2 2025 Aug 04, 2025	BUY	$24.32 - $24.81 $1,070 - $1,091	44 Added 0.43%	10,256 $254,000
Q4 2024 Jan 22, 2025	BUY	$24.31 - $49.53 $134,264 - $273,554	5,523 Added 117.79%	10,212 $248,000
Q3 2024 Nov 04, 2024	BUY	$48.09 - $49.69 $225,494 - $232,996	4,689 New	4,689 $232,000
Q3 2022 Oct 19, 2022	BUY	$46.13 - $48.23 $208,738 - $218,240	4,525 New	4,525 $210,000

Q1 2022 Apr 21, 2022	SELL	$48.35 - $50.5 $127,740 - $133,421	-2,642 Reduced 36.86%	4,525 $220,000
Q4 2021 Jan 21, 2022	BUY	$50.42 - $51.09 $146,722 - $148,671	2,910 Added 68.36%	7,167 $362,000
Q3 2021 Oct 26, 2021	BUY	$51.05 - $51.3 $217,319 - $218,384	4,257 New	4,257 $216,000

Others Institutions Holding SCHJ

# of Institutions

125

Shares Held

7.37M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
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Mayflower Financial Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History