Mayflower Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.6M | Buy |
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|
2025
Q2 | $10M | Buy |
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|
2025
Q1 | $9.74M | Buy |
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|
2024
Q4 | $9.14M | Buy |
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|
2024
Q3 | $8.51M | Buy |
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|
2024
Q2 | $7.53M | Buy |
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|
2024
Q1 | $5.8M | Buy |
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|
2023
Q4 | $5.66M | Buy |
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|
2023
Q3 | $4.17M | Sell |
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|
2023
Q2 | $4.87M | Sell |
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|
2023
Q1 | $5.84M | Buy |
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|
2022
Q4 | $3.31M | Buy |
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|
2022
Q3 | $2.64M | Buy |
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|
2022
Q2 | $1.91M | Buy |
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|
2022
Q1 | $595K | Buy |
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