Mayflower Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.9M | Buy |
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|
2025
Q2 | $10.9M | Buy |
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|
2025
Q1 | $7.72M | Buy |
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|
2024
Q4 | $7.05M | Buy |
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|
2024
Q3 | $6.35M | Buy |
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|
2024
Q2 | $4.63M | Sell |
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|
2024
Q1 | $4.84M | Sell |
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|
2023
Q4 | $5.02M | Buy |
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|
2023
Q3 | $4.25M | Sell |
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|
2023
Q2 | $6.64M | Sell |
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|
2023
Q1 | $7.55M | Buy |
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|
2022
Q4 | $7.2M | Buy |
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|
2022
Q3 | $693K | Buy |
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|
2022
Q2 | $721K | Hold |
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|
2022
Q1 | $794K | Buy |
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|
2021
Q4 | $754K | Hold |
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|
2021
Q3 | $722K | Hold |
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|
2021
Q2 | $705K | Buy |
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|
2021
Q1 | $640K | Hold |
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|
2020
Q4 | $563K | Buy |
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