Atlanta Financial Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$515K Hold
25,959
0.24% 36
2020
Q4
$515K Buy
25,959
+882
+4% +$17.5K 0.24% 36
2020
Q3
$436K Buy
25,077
+4,677
+23% +$81.3K 0.22% 37
2020
Q2
$341K Buy
20,400
+5,430
+36% +$90.8K 0.19% 41
2020
Q1
$221K Buy
+14,970
New +$221K 0.17% 50