Mayflower Financial Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Mayflower Financial Advisors, LLC

  • $638 Million
  • Q4 2024

A detailed history of Mayflower Financial Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 23,304 shares of SCHB stock, worth $544,381. This represents 0.08% of its overall portfolio holdings.

Number of Shares
23,304
Previous 7,768 200.0%
Holding current value
$544,381
Previous $516,000 2.52%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$22.01 - $66.82 $341,947 - $1.04 Million
15,536 Added 200.0%
23,304 $529,000
Q3 2024

Nov 04, 2024
SELL
$59.93 - $66.52 $2,756 - $3,059
-46 Reduced 0.59%
7,768 $516,000
Q1 2024

Apr 29, 2024
SELL
$54.61 - $61.05 $27,305 - $30,525
-500 Reduced 6.01%
7,814 $477,000
Q3 2023

Oct 12, 2023
BUY
$49.59 - $53.57 $412,291 - $445,380
8,314 New
8,314 $414,000

Others Institutions Holding SCHB

# of Institutions
1,200
Shares Held
288M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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