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 $9.15 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
402,699
Previous 179,063
124.89%
Holding current value
$9.15 Million
Previous $8.51 Million
7.43%
% of portfolio
1.43%
Previous 1.35%
Shares
12 transactions
Others Institutions Holding SCHZ
# of Institutions
627Shares Held
100MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Charles Schwab Trust CO5.9MShares$134 Million11.76% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.3 Million0.05% of portfolio
-
Total Wealth Planning, LLC3.57MShares$81.1 Million13.4% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio