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

Atlanta Financial Associates’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$7.25M Buy
478,182
+546
+0.1% +$8.55K 3.39% 5
2020
Q4 		$7.24M Buy
477,636
+10,278
+2% +$147K 3.38% 5
2020
Q3 		$6.28M Buy
467,358
+16,392
+4% +$218K 3.23% 5
2020
Q2 		$5.57M Buy
+450,966
New +$5.26M 3.1% 5

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

Atlanta Financial Associates increased its Schwab US Large- Cap ETF (SCHX) stake by 0.11% in Q1 2021, buying an estimated $8.55K and bringing the position to 478,182 shares worth $7.25M. The position accounts for 3.39% of the portfolio, ranked #5.

Atlanta Financial Associates first reported a position in SCHX in Q2 2020 and has held it in 4 quarters since. 836 funds tracked by Wall St. Rank hold SCHX as of Q1 2021.

  • Atlanta Financial Associates held 478,182 shares of Schwab US Large- Cap ETF worth $7.25M as of Q1 2021.
  • Atlanta Financial Associates bought 546 Schwab US Large- Cap ETF shares in Q1 2021, an estimated $8.55K.
  • Schwab US Large- Cap ETF made up 3.39% of Atlanta Financial Associates's portfolio in Q1 2021, its #5 holding.
  • Atlanta Financial Associates first reported a position in Schwab US Large- Cap ETF in Q2 2020 and has held it in 4 quarters since.
  • 836 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2021.

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