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

Mayflower Financial Advisors, LLC

$971 Million
Q4 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 10,907 shares of SCHJ stock, worth $270,929. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,907

Previous 10,274 6.16%

Holding current value

$270,929

Previous $256,000 5.47%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$24.8 - $25.02 $15,698 - $15,837	633 Added 6.16%	10,907 $270,000
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

127

Shares Held

7.47M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR 1 - 5 YR C

Ticker SCHJ
Sector ETFs
Industry ETFs

More about SCHJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mayflower Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mayflower Financial Advisors, LLC with notifications on news.

Account

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