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Schwab Strategic Tr us aggregate b shares owned by Mayflower Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Mayflower Financial Advisors from 13F filings

Historical chart of Mayflower Financial Advisors investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b 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 aggregate b by Mayflower Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.5M 179k 47.52
2024-06-30 $7.5M 165k 45.58
2024-03-31 $5.8M 126k 46.00
2023-12-31 $5.7M 121k 46.62
2023-09-30 $4.2M 94k 44.23
2023-06-30 $4.9M 106k 46.16
2023-03-31 $5.8M 125k 46.91
2022-12-31 $3.3M 73k 45.65
2022-09-30 $2.6M 58k 45.31
2022-06-30 $1.9M 40k 47.87
2022-03-31 $595k 12k 50.60