MFA
Mayflower Financial Advisors’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,695
| Closed | -$207K | – | 404 |
|
|
2025
Q1 | $207K | Sell |
7,695
-136
| -2% | -$3.66K | 0.03% | 372 |
|
|
2024
Q4 | $202K | Buy |
7,831
+3,687
| +89% | +$95.2K | 0.03% | 370 |
|
|
2024
Q3 | $222K | Sell |
4,144
-275
| -6% | -$14.7K | 0.03% | 343 |
|
|
2024
Q2 | $230K | Sell |
4,419
-152
| -3% | -$7.91K | 0.04% | 320 |
|
|
2024
Q1 | $238K | Sell |
4,571
-12,680
| -74% | -$661K | 0.04% | 315 |
|
|
2023
Q4 | $901K | Buy |
17,251
+270
| +2% | +$14.1K | 0.12% | 143 |
|
|
2023
Q3 | $857K | Sell |
16,981
-6,718
| -28% | -$339K | 0.13% | 138 |
|
|
2023
Q2 | $1.24M | Sell |
23,699
-3,042
| -11% | -$159K | 0.16% | 115 |
|
|
2023
Q1 | $1.43M | Sell |
26,741
-3,818
| -12% | -$205K | 0.19% | 107 |
|
|
2022
Q4 | $1.58M | Sell |
30,559
-16,060
| -34% | -$832K | 0.22% | 92 |
|
|
2022
Q3 | $2.42M | Sell |
46,619
-3,069
| -6% | -$159K | 0.39% | 55 |
|
|
2022
Q2 | $2.77M | Buy |
49,688
+13,660
| +38% | +$762K | 0.42% | 52 |
|
|
2022
Q1 | $2.19M | Buy |
+36,028
| New | +$2.19M | 0.29% | 60 |
|