AFA
SCHA icon

Atlanta Financial Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Atlanta Financial Associates’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$2.34M Hold
105,352
– – 1.1% 9
2020
Q4 		$2.34M Buy
105,352
+976
+0.9% +$19.4K 1.09% 9
2020
Q3 		$1.78M Buy
104,376
+3,828
+4% +$65.9K 0.92% 11
2020
Q2 		$1.64M Buy
100,548
+5,204
+5% +$77.9K 0.91% 12
2020
Q1 		$1.23M Buy
+95,344
New +$1.62M 0.97% 14

Other funds holding SCHA

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atlanta Financial Associates's SCHA Position: Q1 2021 in Review

Atlanta Financial Associates held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2021 at 105,352 shares worth $2.34M. The position accounts for 1.1% of the portfolio, ranked #9.

Atlanta Financial Associates first reported a position in SCHA in Q1 2020 and has held it in 5 quarters since. 818 funds tracked by Wall St. Rank hold SCHA as of Q1 2021.

  • Atlanta Financial Associates held 105,352 shares of Schwab U.S Small- Cap ETF worth $2.34M as of Q1 2021.
  • Atlanta Financial Associates left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2021.
  • Schwab U.S Small- Cap ETF made up 1.1% of Atlanta Financial Associates's portfolio in Q1 2021, its #9 holding.
  • Atlanta Financial Associates first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 5 quarters since.
  • 818 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.