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Mayflower Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Mayflower Financial Advisors’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-45,844
Closed -$1.03M – 364
2023
Q4 		$1.03M Buy
45,844
+19,632
+75% +$420K 0.14% 134
2023
Q3 		$553K Buy
+26,212
New +$567K 0.08% 180

Other funds holding SCHI

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

Mayflower Financial Advisors's SCHI Position: Q1 2024 in Review

Mayflower Financial Advisors sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q1 2024, closing a stake of 45,844 shares — an estimated $1.03M sold.

Mayflower Financial Advisors first reported a position in SCHI in Q3 2023 and held it in 2 quarters. The position peaked at $1.03M in Q4 2023. 184 funds tracked by Wall St. Rank hold SCHI as of Q1 2024.

  • Mayflower Financial Advisors reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Mayflower Financial Advisors sold 45,844 Schwab 5-10 Year Corporate Bond ETF shares in Q1 2024, an estimated $1.03M.
  • Mayflower Financial Advisors first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2023 and held it in 2 quarters.
  • Mayflower Financial Advisors's Schwab 5-10 Year Corporate Bond ETF position peaked at $1.03M in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2024.

Based on Mayflower Financial Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.