Mayflower Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$597K	Hold
2025 Q2	$555K	Hold
2025 Q1	$502K	Hold
2024 Q4	$529K	Hold
2024 Q3	$517K	Sell
2024 Q2	$491K	Hold
2024 Q1	$477K	Sell
2023 Q4	$463K	Hold
2023 Q3	$414K	Buy