Atlanta Financial Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$849K Hold
56,004
0.4% 23
2020
Q4
$849K Buy
56,004
+108
+0.2% +$1.64K 0.4% 24
2020
Q3
$742K Buy
55,896
+114
+0.2% +$1.51K 0.38% 22
2020
Q2
$683K Sell
55,782
-2,490
-4% -$30.5K 0.38% 22
2020
Q1
$587K Buy
+58,272
New +$587K 0.46% 25