Mayflower Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Mayflower Financial Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$203K	Buy
2025 Q2	–	Sell
2025 Q1	$219K	Buy
2024 Q4	$219K	Hold
2024 Q3	$218K	Hold
2024 Q2	$201K	Sell
2024 Q1	$215K	Sell
2023 Q4	$208K	Buy
2022 Q2	–	Sell
2022 Q1	$520K	Buy
2021 Q4	$200K	Buy