SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Mayflower Financial Advisors, LLC's Holding History (CIK: 0001852930)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 523,314 Value ($000) $14,355 Avg Close — Range —
Q3 2025
Shares 472,256 Value ($000) $12,892 Avg Close — Range —
Q2 2025
Shares 409,831 Value ($000) $10,862 Avg Close — Range —
Q1 2025
Shares 276,133 Value ($000) $7,720 Avg Close — Range —
Q4 2024
Shares 258,139 Value ($000) $7,052 Avg Close — Range —
Q3 2024
Shares 75,106 Value ($000) $6,348 Avg Close — Range —
Q2 2024
Shares 59,557 Value ($000) $4,634 Avg Close — Range —
Q1 2024
Shares 60,041 Value ($000) $4,841 Avg Close — Range —
Q4 2023
Shares 65,918 Value ($000) $5,018 Avg Close — Range —
Q3 2023
Shares 60,044 Value ($000) $4,249 Avg Close — Range —
Q2 2023
Shares 91,397 Value ($000) $6,637 Avg Close — Range —
Q1 2023
Shares 103,245 Value ($000) $7,553 Avg Close — Range —
Q4 2022
Shares 95,302 Value ($000) $7,199 Avg Close — Range —
Q3 2022
Shares 10,439 Value ($000) $693 Avg Close — Range —
Q2 2022
Shares 10,063 Value ($000) $721 Avg Close — Range —
Q1 2022
Shares 10,063 Value ($000) $794 Avg Close — Range —
Q4 2021
Shares 9,326 Value ($000) $754 Avg Close — Range —
Q3 2021
Shares 9,326 Value ($000) $722 Avg Close — Range —
Q2 2021
Shares 9,326 Value ($000) $705 Avg Close — Range —
Q1 2021
Shares 8,776 Value ($000) $640 Avg Close — Range —
Q4 2020
Shares 8,776 Value ($000) $563 Avg Close — Range —