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Atlanta Financial Associates’s Schwab US Broad Market ETF SCHB Stock Holding History

Atlanta Financial Associates’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$849K Hold
56,004
– – 0.4% 23
2020
Q4 		$849K Buy
56,004
+108
+0.2% +$1.54K 0.4% 24
2020
Q3 		$742K Buy
55,896
+114
+0.2% +$1.5K 0.38% 22
2020
Q2 		$683K Sell
55,782
-2,490
-4% -$28.7K 0.38% 22
2020
Q1 		$587K Buy
+58,272
New +$705K 0.46% 25

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SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

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

Atlanta Financial Associates held its Schwab US Broad Market ETF (SCHB) position steady in Q1 2021 at 56,004 shares worth $849K. The position accounts for 0.4% of the portfolio, ranked #23.

Atlanta Financial Associates first reported a position in SCHB in Q1 2020 and has held it in 5 quarters since. 748 funds tracked by Wall St. Rank hold SCHB as of Q1 2021.

  • Atlanta Financial Associates held 56,004 shares of Schwab US Broad Market ETF worth $849K as of Q1 2021.
  • Atlanta Financial Associates left its Schwab US Broad Market ETF share count unchanged in Q1 2021.
  • Schwab US Broad Market ETF made up 0.4% of Atlanta Financial Associates's portfolio in Q1 2021, its #23 holding.
  • Atlanta Financial Associates first reported a position in Schwab US Broad Market ETF in Q1 2020 and has held it in 5 quarters since.
  • 748 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2021.

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