Mayflower Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-45,844	Closed	-$1.03M	–	364
2023 Q4	$1.03M	Buy	45,844 +19,632	+75%	+$441K	0.14%	134
2023 Q3	$553K	Buy	+26,212	New	+$553K	0.08%	180