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Atlanta Financial Associates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Atlanta Financial Associates’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		$66.3M Sell
2,367,548
-5,890
-0.2% -$165K 31.04% 1
2020
Q4 		$66.5M Buy
2,373,438
+52,916
+2% +$1.48M 31.06% 1
2020
Q3 		$65.1M Buy
2,320,522
+148,546
+7% +$4.17M 33.42% 1
2020
Q2 		$61.1M Buy
2,171,976
+680,212
+46% +$19.1M 33.97% 1
2020
Q1 		$40.5M Buy
+1,491,764
New +$40.5M 32% 1