Cordasco Financial Network’s Schwab US Broad Market ETF SCHB Stock Holding History

Cordasco Financial Network’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	$5K	Hold	366	–	–	﹤0.01%	460
2022 Q1	$7K	Hold	366	–	–	﹤0.01%	425
2021 Q4	$7K	Hold	366	–	–	﹤0.01%	421
2021 Q3	$6K	Hold	366	–	–	﹤0.01%	452
2021 Q2	$6K	Hold	366	–	–	﹤0.01%	451
2021 Q1	$6K	Hold	366	–	–	﹤0.01%	441
2020 Q4	$6K	Hold	366	–	–	﹤0.01%	396
2020 Q3	$5K	Hold	366	–	–	﹤0.01%	408
2020 Q2	$4K	Buy	+366	New	+$4.22K	﹤0.01%	393

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 $1.94B AUM 22.01% 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 $901M AUM 21.04% 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

Cordasco Financial Network's SCHB Position: Q2 2022 in Review

Cordasco Financial Network held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2022 at 366 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Cordasco Financial Network first reported a position in SCHB in Q2 2020 and has held it in 9 quarters since. The position peaked at $7K in Q1 2022. 871 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

Cordasco Financial Network held 366 shares of Schwab US Broad Market ETF worth $5K as of Q2 2022.
Cordasco Financial Network left its Schwab US Broad Market ETF share count unchanged in Q2 2022.
Schwab US Broad Market ETF made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #460 holding.
Cordasco Financial Network first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 9 quarters since.
Cordasco Financial Network's Schwab US Broad Market ETF position peaked at $7K in Q1 2022.
871 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.