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Schwab Strategic Tr 0 shares owned by Mayflower Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Mayflower Financial Advisors from 13F filings

Historical chart of Mayflower Financial Advisors investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 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 0 by Mayflower Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $238k 4.6k 52.16
2023-12-31 $901k 17k 52.20
2023-09-30 $857k 17k 50.49
2023-06-30 $1.2M 24k 52.43
2023-03-31 $1.4M 27k 53.61
2022-12-31 $1.6M 31k 51.79
2022-09-30 $2.4M 47k 51.80
2022-06-30 $2.8M 50k 55.81
2022-03-31 $2.2M 36k 60.70

More positions owned by Mayflower Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Wayfair Cl A (W)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Total Usd (IUSB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Mayflower Financial Advisors

Top funds holding Schwab Strategic Tr 0

Charles Schwab Investment Advisory
Empower Advisory Group
Quadratic Capital Management
Sei Investments
Ing Investment Management
Jpmorgan Chase & Co
Goldman Sachs Group
Alliancebernstein
Jasper Ridge Partners
HPM Partners
Evoke Wealth
Charles Schwab Investment Management
Alesco Advisors
Nepc
Central Trust & Investment

View all funds holding Schwab Strategic Tr 0