Atlanta Financial Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	$2.34M	Hold	105,352	–	–	1.1%	9
2020 Q4	$2.34M	Buy	105,352 +976	+0.9%	+$21.7K	1.09%	9
2020 Q3	$1.78M	Buy	104,376 +3,828	+4%	+$65.4K	0.92%	11
2020 Q2	$1.64M	Buy	100,548 +5,204	+5%	+$85K	0.91%	12
2020 Q1	$1.23M	Buy	+95,344	New	+$1.23M	0.97%	14