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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$7.25M Buy
478,182
+546
+0.1% +$8.28K 3.39% 5
2020
Q4
$7.24M Buy
477,636
+10,278
+2% +$156K 3.38% 5
2020
Q3
$6.28M Buy
467,358
+16,392
+4% +$220K 3.23% 5
2020
Q2
$5.57M Buy
+450,966
New +$5.57M 3.1% 5