Atlanta Financial Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$1.39M Hold
65,016
0.65% 16
2020
Q4
$1.39M Sell
65,016
-636
-1% -$13.6K 0.65% 16
2020
Q3
$1.21M Buy
65,652
+285
+0.4% +$5.25K 0.62% 15
2020
Q2
$1.13M Sell
65,367
-1,269
-2% -$21.9K 0.63% 17
2020
Q1
$999K Buy
+66,636
New +$999K 0.79% 16