AFA
SCHV

Atlanta Financial Associates’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Atlanta Financial Associates’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$515K Hold
25,959
– – 0.24% 36
2020
Q4 		$515K Buy
25,959
+882
+4% +$16.5K 0.24% 36
2020
Q3 		$436K Buy
25,077
+4,677
+23% +$81.8K 0.22% 37
2020
Q2 		$341K Buy
20,400
+5,430
+36% +$88.7K 0.19% 41
2020
Q1 		$221K Buy
+14,970
New +$274K 0.17% 50

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MG
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Osaic Holdings
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Wealth Enhancement Advisory Services
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Atlanta Financial Associates held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q1 2021 at 25,959 shares worth $515K. The position accounts for 0.24% of the portfolio, ranked #36.

Atlanta Financial Associates first reported a position in SCHV in Q1 2020 and has held it in 5 quarters since. 538 funds tracked by Wall St. Rank hold SCHV as of Q1 2021.

  • Atlanta Financial Associates held 25,959 shares of Schwab US Large-Cap Value ETF worth $515K as of Q1 2021.
  • Atlanta Financial Associates left its Schwab US Large-Cap Value ETF share count unchanged in Q1 2021.
  • Schwab US Large-Cap Value ETF made up 0.24% of Atlanta Financial Associates's portfolio in Q1 2021, its #36 holding.
  • Atlanta Financial Associates first reported a position in Schwab US Large-Cap Value ETF in Q1 2020 and has held it in 5 quarters since.
  • 538 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2021.

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