Schwab U S Broad Market ETF shares owned by Mayflower Financial Advisors
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Mayflower Financial Advisors
from 13F filings
Historical chart of Mayflower Financial Advisors investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Mayflower Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Broad Market ETF by Mayflower Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $597k | 23k | 25.63 |
| 2025-06-30 | $555k | 23k | 23.83 |
| 2025-03-31 | $502k | 23k | 21.53 |
| 2024-12-31 | $529k | 23k | 22.70 |
| 2024-09-30 | $517k | 7.8k | 66.52 |
| 2024-06-30 | $491k | 7.8k | 62.87 |
| 2024-03-31 | $477k | 7.8k | 61.05 |
| 2023-12-31 | $463k | 8.3k | 55.67 |
| 2023-09-30 | $415k | 8.3k | 49.85 |
More positions owned by Mayflower Financial Advisors
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