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Atlanta Financial Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Atlanta Financial Associates’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		$30.8M Buy
1,354,449
+1,950
+0.1% +$44.3K 14.4% 3
2020
Q4 		$30.7M Buy
1,352,499
+7,983
+0.6% +$181K 14.36% 3
2020
Q3 		$24.9M Buy
1,344,516
+77,385
+6% +$1.43M 12.77% 3
2020
Q2 		$22.2M Buy
1,267,131
+263,376
+26% +$4.62M 12.36% 3
2020
Q1 		$14.1M Buy
+1,003,755
New +$14.1M 11.15% 3