Mayflower Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Mayflower Financial Advisors, LLC

$638 Million
Q4 2024

A detailed history of Mayflower Financial Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 8,454 shares of SCHA stock, worth $227,581. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,454

Previous 4,227 100.0%

Holding current value

$227,581

Previous $217,000 0.46%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$25.33 - $51.16 $107,069 - $216,253	4,227 Added 100.0%	8,454 $218,000
Q2 2024 Aug 02, 2024	SELL	$45.24 - $49.04 $6,062 - $6,571	-134 Reduced 3.07%	4,227 $200,000
Q1 2024 Apr 29, 2024	SELL	$44.84 - $49.24 $1,928 - $2,117	-43 Reduced 0.98%	4,361 $214,000
Q4 2023 Jan 22, 2024	BUY	$38.13 - $48.02 $167,924 - $211,480	4,404 New	4,404 $208,000
Q3 2022 Oct 17, 2022	BUY	$37.65 - $45.9 $265,884 - $324,145	7,062 New	7,062 $267,000
Q2 2022 Jul 15, 2022	SELL	$37.88 - $48.01 $416,301 - $527,629	-10,990 Closed	0 $0
Q1 2022 Apr 21, 2022	BUY	$44.42 - $51.73 $401,556 - $467,639	9,040 Added 463.59%	10,990 $520,000
Q4 2021 Jan 21, 2022	BUY	$48.64 - $55.07 $94,848 - $107,386	1,950 New	1,950 $200,000

Others Institutions Holding SCHA

# of Institutions

1,158

Shares Held

165M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Mayflower Financial Advisors, LLC Schwab Strategic Tr Us Small C Transaction History