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Schwab U S Small Cap ETF shares owned by Atlanta Financial Associates

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Atlanta Financial Associates from 13F filings

Historical chart of Atlanta Financial Associates investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Atlanta Financial Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Atlanta Financial Associates

Quarter filed Position value Share count Share price at filing
2021-03-31 $2.3M 26k 89.00
2020-12-31 $2.3M 26k 89.00
2020-09-30 $1.8M 26k 68.33
2020-06-30 $1.6M 25k 65.32
2020-03-31 $1.2M 24k 51.52

More positions owned by Atlanta Financial Associates

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Home Depot (HD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Eli Lilly & Co. (LLY)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Index Fds Mid Cap Etf (VO)
Tesla Motors (TSLA)

View all positions for Atlanta Financial Associates

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Advisory Alpha
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Aurum Wealth Management Group
Envestnet Asset Management
UBS Group
Northwestern Mutual Wealth Management Company
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Moneta Group Investment Advisors

View all funds holding Schwab U S Small Cap ETF