Corbenic Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Corbenic Partners’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
2022 Q2	$808K	Sell	54,870 -198	-0.4%	-$3.18K	0.21%	35
2022 Q1	$980K	Buy	55,068 +12	+0%	+$211	0.21%	35
2021 Q4	$1.04M	Buy	55,056 +24	+0%	+$442	0.2%	32
2021 Q3	$953K	Buy	55,032 +24	+0%	+$427	0.23%	33
2021 Q2	$956K	Buy	55,008 +10,578	+24%	+$179K	0.25%	33
2021 Q1	$716K	Buy	44,430 +26,478	+147%	+$417K	0.18%	35
2020 Q4	$272K	Buy	17,952 +510	+3%	+$7.26K	0.11%	40
2020 Q3	$232K	Sell	17,442 -14,178	-45%	-$186K	0.11%	37
2020 Q2	$387K	Sell	31,620 -888	-3%	-$10.2K	0.21%	33
2020 Q1	$327K	Sell	32,508 -13,680	-30%	-$166K	0.25%	27
2019 Q4	$592K	Buy	+46,188	New	+$567K	0.43%	23
2017 Q4	$6.74M	Buy	626,274 +54,336	+10%	+$570K	8.47%	3
2017 Q3	$5.81M	Buy	571,938 +49,788	+10%	+$494K	7.65%	3
2017 Q2	$5.09M	Buy	522,150 +175,560	+51%	+$1.7M	7.06%	4
2017 Q1	$3.3M	Buy	346,590 +216,924	+167%	+$2.03M	4.04%	6
2016 Q4	$1.17M	Buy	129,666 +306	+0.2%	+$2.7K	1.25%	22
2016 Q3	$1.13M	Buy	129,360 +11,520	+10%	+$100K	1.2%	22
2016 Q2	$988K	Buy	117,840 +16,116	+16%	+$134K	1.01%	21
2016 Q1	$835K	Buy	101,724 +22,254	+28%	+$173K	0.85%	21
2015 Q4	$650K	Sell	79,470 -201,924	-72%	-$1.67M	0.62%	22
2015 Q3	$2.17M	Buy	281,394 +27,804	+11%	+$228K	1.97%	22
2015 Q2	$2.12M	Buy	253,590 +140,778	+125%	+$1.2M	1.81%	18
2015 Q1	$949K	Buy	112,812 +57,006	+102%	+$477K	0.77%	19
2014 Q4	$463K	Buy	55,806 +1,914	+4%	+$15.5K	0.34%	20
2014 Q3	$427K	Sell	53,892 -11,280	-17%	-$90.2K	0.33%	20
2014 Q2	$518K	Buy	65,172 +56,412	+644%	+$435K	0.4%	19
2014 Q1	$67K	Buy	+8,760	New	+$65.5K	0.05%	31

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

HCM

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

Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Corbenic Partners's SCHB Position: Q2 2022 in Review

Corbenic Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 0.36% in Q2 2022, selling an estimated $3.18K and leaving 54,870 shares worth $808K. The position accounts for 0.21% of the portfolio, ranked #35.

Corbenic Partners first reported a position in SCHB in Q1 2014 and has held it in 27 quarters since. The position peaked at $6.74M in Q4 2017. 870 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

Corbenic Partners held 54,870 shares of Schwab US Broad Market ETF worth $808K as of Q2 2022.
Corbenic Partners sold 198 Schwab US Broad Market ETF shares in Q2 2022, an estimated $3.18K.
Schwab US Broad Market ETF made up 0.21% of Corbenic Partners's portfolio in Q2 2022, its #35 holding.
Corbenic Partners first reported a position in Schwab US Broad Market ETF in Q1 2014 and has held it in 27 quarters since.
Corbenic Partners's Schwab US Broad Market ETF position peaked at $6.74M in Q4 2017.
870 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

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