Atlanta Financial Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$984K Hold
61,312
0.46% 20
2020
Q4
$984K Sell
61,312
-2,800
-4% -$44.9K 0.46% 20
2020
Q3
$923K Buy
64,112
+15,064
+31% +$217K 0.47% 19
2020
Q2
$623K Sell
49,048
-12,688
-21% -$161K 0.35% 25
2020
Q1
$615K Buy
+61,736
New +$615K 0.49% 22