Atlanta Financial Associates’s Schwab US REIT ETF SCHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$509K	Hold	26,796	–	–	0.24%	37
2020 Q4	$509K	Sell	26,796 -1,530	-5%	-$28.3K	0.24%	37
2020 Q3	$501K	Sell	28,326 -9,000	-24%	-$162K	0.26%	34
2020 Q2	$657K	Sell	37,326 -654	-2%	-$11.4K	0.37%	23
2020 Q1	$622K	Buy	+37,980	New	+$810K	0.49%	20

Other funds holding SCHH

CSIA

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

Atlanta Financial Associates held its Schwab US REIT ETF (SCHH) position steady in Q1 2021 at 26,796 shares worth $509K. The position accounts for 0.24% of the portfolio, ranked #37.

Atlanta Financial Associates first reported a position in SCHH in Q1 2020 and has held it in 5 quarters since. The position peaked at $657K in Q2 2020. 386 funds tracked by Wall St. Rank hold SCHH as of Q1 2021.

Atlanta Financial Associates held 26,796 shares of Schwab US REIT ETF worth $509K as of Q1 2021.
Atlanta Financial Associates left its Schwab US REIT ETF share count unchanged in Q1 2021.
Schwab US REIT ETF made up 0.24% of Atlanta Financial Associates's portfolio in Q1 2021, its #37 holding.
Atlanta Financial Associates first reported a position in Schwab US REIT ETF in Q1 2020 and has held it in 5 quarters since.
Atlanta Financial Associates's Schwab US REIT ETF position peaked at $657K in Q2 2020.
386 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2021.

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