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Mayflower Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Mayflower Financial Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12M Buy
517,566
+52,094
+11% +$1.21M 1.03% 25
2026
Q1 		$10.8M Buy
465,472
+23,718
+5% +$555K 1.31% 14
2025
Q4 		$10.3M Sell
441,754
-11,961
-3% -$281K 1.25% 16
2025
Q3 		$10.6M Buy
453,715
+22,729
+5% +$528K 1.34% 13
2025
Q2 		$10M Buy
430,986
+10,478
+2% +$240K 1.39% 12
2025
Q1 		$9.74M Buy
420,508
+17,809
+4% +$408K 1.48% 12
2024
Q4 		$9.14M Buy
402,699
+44,573
+12% +$1.03M 1.36% 12
2024
Q3 		$8.51M Buy
358,126
+27,878
+8% +$653K 1.28% 13
2024
Q2 		$7.53M Buy
330,248
+78,060
+31% +$1.77M 1.24% 14
2024
Q1 		$5.8M Buy
252,188
+9,542
+4% +$219K 0.97% 20
2023
Q4 		$5.66M Buy
242,646
+53,936
+29% +$1.21M 0.78% 29
2023
Q3 		$4.17M Sell
188,710
-22,348
-11% -$506K 0.62% 40
2023
Q2 		$4.87M Sell
211,058
-37,970
-15% -$883K 0.63% 39
2023
Q1 		$5.84M Buy
249,028
+103,916
+72% +$2.42M 0.77% 32
2022
Q4 		$3.31M Buy
145,112
+28,530
+24% +$650K 0.46% 49
2022
Q3 		$2.64M Buy
116,582
+36,622
+46% +$872K 0.43% 48
2022
Q2 		$1.91M Buy
79,960
+56,442
+240% +$1.37M 0.29% 69
2022
Q1 		$595K Buy
+23,518
New +$611K 0.08% 179

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Mayflower Financial Advisors's SCHZ Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 11% in Q2 2026, buying an estimated $1.21M and bringing the position to 517,566 shares worth $12M. The position accounts for 1.03% of the portfolio, ranked #25.

Mayflower Financial Advisors first reported a position in SCHZ in Q1 2022 and has held it in 18 quarters since. 673 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Mayflower Financial Advisors held 517,566 shares of Schwab US Aggregate Bond ETF worth $12M as of Q2 2026.
  • Mayflower Financial Advisors bought 52,094 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $1.21M.
  • Schwab US Aggregate Bond ETF made up 1.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Mayflower Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • 673 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.