Mayflower Financial Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Mayflower Financial Advisors, LLC

$638 Million
Q4 2024

A detailed history of Mayflower Financial Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 402,699 shares of SCHZ stock, worth $9.25 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

402,699

Previous 179,063 124.89%

Holding current value

$9.25 Million

Previous $8.51 Million 7.43%

% of portfolio

1.43%

Previous 1.35%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$22.63 - $47.53 $5.06 Million - $10.6 Million	223,636 Added 124.89%	402,699 $9.14 Million
Q3 2024 Nov 04, 2024	BUY	$45.2 - $47.87 $630,042 - $667,259	13,939 Added 8.44%	179,063 $8.51 Million
Q2 2024 Aug 02, 2024	BUY	$44.66 - $45.99 $1.74 Million - $1.79 Million	39,030 Added 30.95%	165,124 $7.53 Million
Q1 2024 Apr 29, 2024	BUY	$45.44 - $46.67 $216,794 - $222,662	4,771 Added 3.93%	126,094 $5.8 Million
Q4 2023 Jan 22, 2024	BUY	$43.09 - $46.83 $1.16 Million - $1.26 Million	26,968 Added 28.58%	121,323 $5.66 Million
Q3 2023 Oct 12, 2023	SELL	$44.14 - $46.33 $493,220 - $517,691	-11,174 Reduced 10.59%	94,355 $4.17 Million
Q2 2023 Jul 13, 2023	SELL	$45.86 - $47.33 $870,652 - $898,560	-18,985 Reduced 15.25%	105,529 $4.87 Million
Q1 2023 Apr 12, 2023	BUY	$45.33 - $47.44 $2.36 Million - $2.46 Million	51,958 Added 71.61%	124,514 $5.84 Million
Q4 2022 Jan 25, 2023	BUY	$44.04 - $47.03 $3.2 Million - $3.41 Million	72,556 New	72,556 $0
Q3 2022 Oct 19, 2022	BUY	$44.98 - $49.09 $2.62 Million - $2.86 Million	58,291 New	58,291 $2.64 Million
Q2 2022 Jul 15, 2022	BUY	$46.62 - $50.36 $1.32 Million - $1.42 Million	28,221 Added 239.99%	39,980 $1.91 Million
Q1 2022 Apr 21, 2022	BUY	$50.05 - $53.52 $588,537 - $629,341	11,759 New	11,759 $595,000

Others Institutions Holding SCHZ

# of Institutions

679

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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Mayflower Financial Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History