Atlanta Financial Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Atlanta Financial Associates’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$1.39M	Hold	65,016	–	–	0.65%	16
2020 Q4	$1.39M	Sell	65,016 -636	-1%	-$12.9K	0.65%	16
2020 Q3	$1.21M	Buy	65,652 +285	+0.4%	+$5.24K	0.62%	15
2020 Q2	$1.13M	Sell	65,367 -1,269	-2%	-$21.4K	0.63%	17
2020 Q1	$999K	Buy	+66,636	New	+$1.2M	0.79%	16

Other funds holding SCHD

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Atlanta Financial Associates held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2021 at 65,016 shares worth $1.39M. The position accounts for 0.65% of the portfolio, ranked #16.

Atlanta Financial Associates first reported a position in SCHD in Q1 2020 and has held it in 5 quarters since. 853 funds tracked by Wall St. Rank hold SCHD as of Q1 2021.

Atlanta Financial Associates held 65,016 shares of Schwab US Dividend Equity ETF worth $1.39M as of Q1 2021.
Atlanta Financial Associates left its Schwab US Dividend Equity ETF share count unchanged in Q1 2021.
Schwab US Dividend Equity ETF made up 0.65% of Atlanta Financial Associates's portfolio in Q1 2021, its #16 holding.
Atlanta Financial Associates first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 5 quarters since.
853 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2021.

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