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Schwab Strategic Tr cmn shares owned by Atlanta Financial Associates

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Atlanta Financial Associates from 13F filings

Historical chart of Atlanta Financial Associates investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn 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 Strategic Tr cmn by Atlanta Financial Associates

Quarter filed Position value Share count Share price at filing
2021-03-31 $515k 8.7k 59.52
2020-12-31 $515k 8.7k 59.52
2020-09-30 $436k 8.4k 52.16
2020-06-30 $341k 6.8k 50.15
2020-03-31 $221k 5.0k 44.29

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 Strategic Tr cmn

Mather Group
Financial Engines Advisors L.L.C
Sei Investments
Envestnet Asset Management
Advisor Group Holdings
Gemmer Asset Management
Savant Capital Management
Moneta Group Investment Advisors
Honkamp Krueger Financial Services
Mokosak Advisory Group
Financial Advisors
Mariner Wealth Advisors
Wealth Enhancement Advisory Services
Krilogy Financial
CX Institutional

View all funds holding Schwab Strategic Tr cmn