Corbenic Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Corbenic Partners’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$11.6M	Buy	458,562 +458,308	+180,436%	+$12M	3.07%	6
2022 Q1	$7K	Hold	254	–	–	﹤0.01%	168
2021 Q4	$8K	Buy	+254	New	+$7.76K	﹤0.01%	185
2020 Q2	–	Sell	-162	Closed	-$3K	–	190
2020 Q1	$3K	Hold	162	–	–	﹤0.01%	145
2019 Q4	$4K	Buy	+162	New	+$4.27K	﹤0.01%	142
2017 Q2	–	Sell	-110	Closed	-$3K	–	193
2017 Q1	$3K	Hold	110	–	–	﹤0.01%	169
2016 Q4	$2K	Hold	110	–	–	﹤0.01%	184
2016 Q3	$3K	Hold	110	–	–	﹤0.01%	172
2016 Q2	$2K	Hold	110	–	–	﹤0.01%	169
2016 Q1	$2K	Hold	110	–	–	﹤0.01%	155
2015 Q4	$2K	Hold	110	–	–	﹤0.01%	170
2015 Q3	$2K	Sell	110 -157	-59%	-$3.44K	﹤0.01%	151
2015 Q2	$7K	Sell	267 -1,847	-87%	-$47.3K	0.01%	110
2015 Q1	$51K	Sell	2,114 -342	-14%	-$8.31K	0.04%	54
2014 Q4	$59K	Buy	2,456 +91	+4%	+$2.27K	0.04%	50
2014 Q3	$60K	Buy	2,365 +223	+10%	+$5.99K	0.05%	38
2014 Q2	$56K	Buy	2,142 +1,832	+591%	+$46.2K	0.04%	37
2014 Q1	$8K	Buy	+310	New	+$7.19K	0.01%	79

Other funds holding SCHE

CSIA

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Corbenic Partners's SCHE Position: Q2 2022 in Review

Corbenic Partners increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 180,436% in Q2 2022, buying an estimated $12M and bringing the position to 458,562 shares worth $11.6M. The position accounts for 3.07% of the portfolio, ranked #6.

Corbenic Partners first reported a position in SCHE in Q1 2014 and has held it in 18 quarters since. 718 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

Corbenic Partners held 458,562 shares of Schwab Emerging Markets Equity ETF worth $11.6M as of Q2 2022.
Corbenic Partners bought 458,308 Schwab Emerging Markets Equity ETF shares in Q2 2022, an estimated $12M.
Schwab Emerging Markets Equity ETF made up 3.07% of Corbenic Partners's portfolio in Q2 2022, its #6 holding.
Corbenic Partners first reported a position in Schwab Emerging Markets Equity ETF in Q1 2014 and has held it in 18 quarters since.
718 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

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