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Schwab U S Broad Market ETF shares owned by Atlanta Financial Associates

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Atlanta Financial Associates from 13F filings

Historical chart of Atlanta Financial Associates investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market 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 Broad Market ETF by Atlanta Financial Associates

Quarter filed Position value Share count Share price at filing
2021-03-31 $849k 9.3k 90.96
2020-12-31 $849k 9.3k 90.96
2020-09-30 $742k 9.3k 79.65
2020-06-30 $683k 9.3k 73.46
2020-03-31 $587k 9.7k 60.44

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 Broad Market ETF

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Evensky & Katz
Hengehold Capital Management
Strid
Bouchey Financial
HighTower Advisors
HB Wealth Management
HT Partners
Evergreen Advisors
Retirement Planning Group
Callan Capital
Hanson & Doremus Investment Management

View all funds holding Schwab U S Broad Market ETF