Mayflower Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Mayflower Financial Advisors, LLC

  • $1.3 Billion
  • Q2 2024

A detailed history of Mayflower Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 59,557 shares of SCHD stock, worth $4.93 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
59,557
Previous 60,041 0.81%
Holding current value
$4.93 Million
Previous $4.84 Million 4.34%
% of portfolio
0.36%
Previous 0.38%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
SELL
$75.81 - $80.15 $36,692 - $38,792
-484 Reduced 0.81%
59,557 $4.63 Million
Q1 2024

Apr 29, 2024
SELL
$75.25 - $80.63 $442,244 - $473,862
-5,877 Reduced 8.92%
60,041 $4.84 Million
Q4 2023

Jan 22, 2024
BUY
$66.9 - $76.32 $392,970 - $448,303
5,874 Added 9.78%
65,918 $5.02 Million
Q3 2023

Oct 12, 2023
SELL
$70.63 - $75.66 $2.21 Million - $2.37 Million
-31,353 Reduced 34.3%
60,044 $4.25 Million
Q2 2023

Jul 13, 2023
SELL
$69.18 - $73.94 $819,644 - $876,041
-11,848 Reduced 11.48%
91,397 $6.64 Million
Q1 2023

Apr 12, 2023
BUY
$70.28 - $78.03 $558,234 - $619,792
7,943 Added 8.33%
103,245 $7.55 Million
Q4 2022

Jan 25, 2023
SELL
$73.08 - $79.06 $160,995 - $174,169
-2,203 Reduced 2.26%
95,302 $0
Q4 2022

Jan 19, 2023
BUY
$73.08 - $79.06 $6.36 Million - $6.88 Million
87,066 Added 834.05%
97,505 $7.37 Billion
Q3 2022

Oct 19, 2022
BUY
N/A
10,439 New
10,439 $693,000
Q1 2022

Apr 21, 2022
BUY
N/A
737 Added 7.9%
10,063 $794,000
Q2 2021

Jul 29, 2021
BUY
N/A
550 Added 6.27%
9,326 $705,000
Q4 2020

Apr 12, 2021
BUY
N/A
8,776 New
8,776 $563,000

Others Institutions Holding SCHD

# of Institutions
1,658
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Mayflower Financial Advisors, LLC Portfolio

Follow Mayflower Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mayflower Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mayflower Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email