Mayfair Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
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|
2025
Q1 | $2.31M | Buy |
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|
2024
Q4 | $2.42M | Buy |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $896K | Buy |
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|
2023
Q3 | $689K | Sell |
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|
2023
Q2 | $698K | Sell |
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|
2023
Q1 | $659K | Buy |
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|
2022
Q4 | $611K | Buy |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $265K | Sell |
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|
2022
Q1 | $747K | Sell |
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|
2021
Q4 | $822K | Buy |
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|
2021
Q3 | $673K | Buy |
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|
2021
Q2 | $602K | Buy |
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|
2021
Q1 | $538K | Sell |
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|
2020
Q4 | $555K | Sell |
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|
2020
Q3 | $766K | Sell |
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|
2020
Q2 | $837K | Sell |
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|
2020
Q1 | $784K | Sell |
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|
2019
Q4 | $2.27M | Buy |
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