Canandaigua National Corp’s Schwab US Broad Market ETF SCHB Stock Holding History

Canandaigua National Corp’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$417K	Buy	+16,608	New	+$436K	0.04%	249
2022 Q2	–	Sell	-15,900	Closed	-$283K	–	264
2022 Q1	$283K	Hold	15,900	–	–	0.04%	224
2021 Q4	$299K	Hold	15,900	–	–	0.04%	232
2021 Q3	$275K	Hold	15,900	–	–	0.04%	224
2021 Q2	$276K	Hold	15,900	–	–	0.04%	226
2021 Q1	$256K	Hold	15,900	–	–	0.04%	236
2020 Q4	$241K	Buy	+15,900	New	+$226K	0.04%	231

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Canandaigua National Corp's SCHB Position: Q1 2026 in Review

Canandaigua National Corp opened a new position in Schwab US Broad Market ETF (SCHB) in Q1 2026: 16,608 shares worth $417K. The stake represents 0.04% of the portfolio and ranks #249 among its holdings. This is a return to the name: Canandaigua National Corp previously reported a position in SCHB as recently as Q1 2022.

Canandaigua National Corp first reported a position in SCHB in Q4 2020 and has held it in 7 quarters since. 1,314 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

Canandaigua National Corp held 16,608 shares of Schwab US Broad Market ETF worth $417K as of Q1 2026.
Schwab US Broad Market ETF was a new Canandaigua National Corp position in Q1 2026.
Schwab US Broad Market ETF made up 0.04% of Canandaigua National Corp's portfolio in Q1 2026, its #249 holding.
Canandaigua National Corp first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 7 quarters since.
1,314 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Canandaigua National Corp's 13F filing for Q1 2026, filed 8 Apr 2026.