Atlanta Financial Associates’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$591K	Hold	22,984	–	–	0.28%	31
2020 Q4	$591K	Buy	22,984 +4,182	+22%	+$108K	0.28%	31
2020 Q3	$484K	Buy	18,802 +1,898	+11%	+$48.9K	0.25%	35
2020 Q2	$436K	Buy	16,904 +8,448	+100%	+$218K	0.24%	36
2020 Q1	$219K	Buy	+8,456	New	+$215K	0.17%	52

Other funds holding SCHO

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Atlanta Financial Associates held its Schwab Short-Term US Treasury ETF (SCHO) position steady in Q1 2021 at 22,984 shares worth $591K. The position accounts for 0.28% of the portfolio, ranked #31.

Atlanta Financial Associates first reported a position in SCHO in Q1 2020 and has held it in 5 quarters since. 485 funds tracked by Wall St. Rank hold SCHO as of Q1 2021.

Atlanta Financial Associates held 22,984 shares of Schwab Short-Term US Treasury ETF worth $591K as of Q1 2021.
Atlanta Financial Associates left its Schwab Short-Term US Treasury ETF share count unchanged in Q1 2021.
Schwab Short-Term US Treasury ETF made up 0.28% of Atlanta Financial Associates's portfolio in Q1 2021, its #31 holding.
Atlanta Financial Associates first reported a position in Schwab Short-Term US Treasury ETF in Q1 2020 and has held it in 5 quarters since.
485 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2021.

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