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Atlanta Financial Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Atlanta Financial Associates’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$30.8M Buy
1,354,449
+1,950
+0.1% +$47.3K 14.4% 3
2020
Q4 		$30.7M Buy
1,352,499
+7,983
+0.6% +$166K 14.36% 3
2020
Q3 		$24.9M Buy
1,344,516
+77,385
+6% +$1.43M 12.77% 3
2020
Q2 		$22.2M Buy
1,267,131
+263,376
+26% +$4.29M 12.36% 3
2020
Q1 		$14.1M Buy
+1,003,755
New +$18.4M 11.15% 3

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HighTower Advisors
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Atlanta Financial Associates increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.14% in Q1 2021, buying an estimated $47.3K and bringing the position to 1,354,449 shares worth $30.8M. The position accounts for 14.4% of the portfolio, ranked #3.

Atlanta Financial Associates first reported a position in SCHM in Q1 2020 and has held it in 5 quarters since. 668 funds tracked by Wall St. Rank hold SCHM as of Q1 2021.

  • Atlanta Financial Associates held 1,354,449 shares of Schwab US Mid-Cap ETF worth $30.8M as of Q1 2021.
  • Atlanta Financial Associates bought 1,950 Schwab US Mid-Cap ETF shares in Q1 2021, an estimated $47.3K.
  • Schwab US Mid-Cap ETF made up 14.4% of Atlanta Financial Associates's portfolio in Q1 2021, its #3 holding.
  • Atlanta Financial Associates first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 5 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2021.

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