Mayflower Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $547K | Hold |
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|
2025
Q4 | $572K | Sell |
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|
2025
Q3 | $597K | Hold |
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|
2025
Q2 | $555K | Hold |
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|
2025
Q1 | $502K | Hold |
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|
2024
Q4 | $529K | Hold |
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|
2024
Q3 | $517K | Sell |
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|
2024
Q2 | $491K | Hold |
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|
2024
Q1 | $477K | Sell |
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|
2023
Q4 | $463K | Hold |
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|
2023
Q3 | $414K | Buy |
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