MFA
Mayflower Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
430,986
+10,478
| +2% | +$244K | 1.39% | 12 |
|
|
2025
Q1 | $9.74M | Buy |
420,508
+17,809
| +4% | +$412K | 1.48% | 12 |
|
|
2024
Q4 | $9.14M | Buy |
402,699
+223,636
| +125% | +$5.08M | 1.36% | 12 |
|
|
2024
Q3 | $8.51M | Buy |
179,063
+13,939
| +8% | +$662K | 1.28% | 13 |
|
|
2024
Q2 | $7.53M | Buy |
165,124
+39,030
| +31% | +$1.78M | 1.24% | 14 |
|
|
2024
Q1 | $5.8M | Buy |
126,094
+4,771
| +4% | +$219K | 0.97% | 20 |
|
|
2023
Q4 | $5.66M | Buy |
121,323
+26,968
| +29% | +$1.26M | 0.78% | 29 |
|
|
2023
Q3 | $4.17M | Sell |
94,355
-11,174
| -11% | -$494K | 0.62% | 40 |
|
|
2023
Q2 | $4.87M | Sell |
105,529
-18,985
| -15% | -$876K | 0.63% | 39 |
|
|
2023
Q1 | $5.84M | Buy |
124,514
+51,958
| +72% | +$2.44M | 0.77% | 32 |
|
|
2022
Q4 | $3.31M | Buy |
72,556
+14,265
| +24% | +$651K | 0.46% | 49 |
|
|
2022
Q3 | $2.64M | Buy |
58,291
+18,311
| +46% | +$830K | 0.43% | 48 |
|
|
2022
Q2 | $1.91M | Buy |
39,980
+28,221
| +240% | +$1.35M | 0.29% | 69 |
|
|
2022
Q1 | $595K | Buy |
+11,759
| New | +$595K | 0.08% | 179 |
|