Mayflower Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Hold |
23,304
| – | – | 0.08% | 222 |
|
|
2025
Q1 | $502K | Hold |
23,304
| – | – | 0.08% | 227 |
|
|
2024
Q4 | $529K | Hold |
23,304
| – | – | 0.08% | 215 |
|
|
2024
Q3 | $517K | Sell |
23,304
-138
| -0.6% | -$3.06K | 0.08% | 212 |
|
|
2024
Q2 | $491K | Hold |
23,442
| – | – | 0.08% | 213 |
|
|
2024
Q1 | $477K | Sell |
23,442
-1,500
| -6% | -$30.5K | 0.08% | 219 |
|
|
2023
Q4 | $463K | Hold |
24,942
| – | – | 0.06% | 209 |
|
|
2023
Q3 | $414K | Buy |
+24,942
| New | +$414K | 0.06% | 213 |
|