Cordasco Financial Network’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cordasco Financial Network’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$1K	Buy	+60	New	+$1.39K	﹤0.01%	574

Other funds holding SCHM

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

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

Cordasco Financial Network opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2022: 60 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #574 among its holdings.

736 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

Cordasco Financial Network held 60 shares of Schwab US Mid-Cap ETF worth $1K as of Q2 2022.
Schwab US Mid-Cap ETF was a new Cordasco Financial Network position in Q2 2022.
Schwab US Mid-Cap ETF made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #574 holding.
736 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

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