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

Atlanta Financial Associates’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$984K Hold
61,312
– – 0.46% 20
2020
Q4 		$984K Sell
61,312
-2,800
-4% -$42.5K 0.46% 20
2020
Q3 		$923K Buy
64,112
+15,064
+31% +$210K 0.47% 19
2020
Q2 		$623K Sell
49,048
-12,688
-21% -$148K 0.35% 25
2020
Q1 		$615K Buy
+61,736
New +$704K 0.49% 22

Other funds holding SCHG

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APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Atlanta Financial Associates held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2021 at 61,312 shares worth $984K. The position accounts for 0.46% of the portfolio, ranked #20.

Atlanta Financial Associates first reported a position in SCHG in Q1 2020 and has held it in 5 quarters since. 681 funds tracked by Wall St. Rank hold SCHG as of Q1 2021.

  • Atlanta Financial Associates held 61,312 shares of Schwab US Large-Cap Growth ETF worth $984K as of Q1 2021.
  • Atlanta Financial Associates left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2021.
  • Schwab US Large-Cap Growth ETF made up 0.46% of Atlanta Financial Associates's portfolio in Q1 2021, its #20 holding.
  • Atlanta Financial Associates first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 5 quarters since.
  • 681 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2021.

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