Corbenic Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Corbenic Partners’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$11K	Buy	552 +2	+0.4%	+$43	﹤0.01%	123
2022 Q1	$13K	Sell	550 -2	-0.4%	-$47	﹤0.01%	133
2021 Q4	$14K	Buy	+552	New	+$14.3K	﹤0.01%	146
2021 Q2	–	Sell	-1,172	Closed	-$29K	–	269
2021 Q1	$29K	Buy	+1,172	New	+$28.8K	0.01%	108
2020 Q2	–	Sell	-160	Closed	-$2K	–	188
2020 Q1	$2K	Buy	160 +72	+82%	+$1.22K	﹤0.01%	154
2019 Q4	$2K	Buy	+88	New	+$1.59K	﹤0.01%	163

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Corbenic Partners's SCHA Position: Q2 2022 in Review

Corbenic Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.36% in Q2 2022, buying an estimated $43 and bringing the position to 552 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #123.

Corbenic Partners first reported a position in SCHA in Q4 2019 and has held it in 6 quarters since. The position peaked at $29K in Q1 2021. 881 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

Corbenic Partners held 552 shares of Schwab U.S Small- Cap ETF worth $11K as of Q2 2022.
Corbenic Partners bought 2 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $43.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Corbenic Partners's portfolio in Q2 2022, its #123 holding.
Corbenic Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 6 quarters since.
Corbenic Partners's Schwab U.S Small- Cap ETF position peaked at $29K in Q1 2021.
881 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on Corbenic Partners's 13F filing for Q2 2022, filed 25 Jul 2022.