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Schwab Strategic Tr us dividend eq shares owned by Mayflower Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Mayflower Financial Advisors from 13F filings

Historical chart of Mayflower Financial Advisors investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Mayflower Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Mayflower Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.8M 60k 80.63
2023-12-31 $5.0M 66k 76.13
2023-09-30 $4.2M 60k 70.76
2023-06-30 $6.6M 91k 72.62
2023-03-31 $7.6M 103k 73.16
2022-12-31 $7.4M 98k 75.54
2022-09-30 $693k 10k 66.39
2022-06-30 $721k 10k 71.65
2022-03-31 $794k 10k 78.90
2021-12-31 $754k 9.3k 80.85
2021-09-30 $722k 9.3k 77.42
2021-06-30 $705k 9.3k 75.60
2021-03-31 $640k 8.8k 72.93
2020-12-31 $563k 8.8k 64.15