MFA
Mayflower Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
409,831
+133,698
| +48% | +$3.54M | 1.51% | 8 |
|
|
2025
Q1 | $7.72M | Buy |
276,133
+17,994
| +7% | +$503K | 1.17% | 14 |
|
|
2024
Q4 | $7.05M | Buy |
258,139
+183,033
| +244% | +$5M | 1.05% | 19 |
|
|
2024
Q3 | $6.35M | Buy |
75,106
+15,549
| +26% | +$1.31M | 0.96% | 21 |
|
|
2024
Q2 | $4.63M | Sell |
59,557
-484
| -0.8% | -$37.7K | 0.76% | 35 |
|
|
2024
Q1 | $4.84M | Sell |
60,041
-5,877
| -9% | -$474K | 0.81% | 28 |
|
|
2023
Q4 | $5.02M | Buy |
65,918
+5,874
| +10% | +$447K | 0.69% | 38 |
|
|
2023
Q3 | $4.25M | Sell |
60,044
-31,353
| -34% | -$2.22M | 0.64% | 39 |
|
|
2023
Q2 | $6.64M | Sell |
91,397
-11,848
| -11% | -$860K | 0.86% | 27 |
|
|
2023
Q1 | $7.55M | Buy |
103,245
+7,943
| +8% | +$581K | 0.99% | 24 |
|
|
2022
Q4 | $7.2M | Buy |
95,302
+84,863
| +813% | +$6.41M | 1% | 24 |
|
|
2022
Q3 | $693K | Buy |
10,439
+376
| +4% | +$25K | 0.11% | 142 |
|
|
2022
Q2 | $721K | Hold |
10,063
| – | – | 0.11% | 142 |
|
|
2022
Q1 | $794K | Buy |
10,063
+737
| +8% | +$58.2K | 0.11% | 139 |
|
|
2021
Q4 | $754K | Hold |
9,326
| – | – | 0.1% | 144 |
|
|
2021
Q3 | $722K | Hold |
9,326
| – | – | 0.1% | 145 |
|
|
2021
Q2 | $705K | Buy |
9,326
+550
| +6% | +$41.6K | 0.1% | 141 |
|
|
2021
Q1 | $640K | Hold |
8,776
| – | – | 0.09% | 139 |
|
|
2020
Q4 | $563K | Buy |
+8,776
| New | +$563K | 0.1% | 139 |
|