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Cordasco Financial Network’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cordasco Financial Network’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$38K Buy
2,520
+1,200
+91% +$19.4K 0.03% 225
2022
Q1 		$24K Buy
1,320
+1,242
+1,592% +$22K 0.02% 273
2021
Q4 		$1K Buy
+78
New +$1.44K ﹤0.01% 542

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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 SCHX Position: Q2 2022 in Review

Cordasco Financial Network increased its Schwab US Large- Cap ETF (SCHX) stake by 91% in Q2 2022, buying an estimated $19.4K and bringing the position to 2,520 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #225.

Cordasco Financial Network first reported a position in SCHX in Q4 2021 and has held it in 3 quarters since. 968 funds tracked by Wall St. Rank hold SCHX as of Q2 2022.

  • Cordasco Financial Network held 2,520 shares of Schwab US Large- Cap ETF worth $38K as of Q2 2022.
  • Cordasco Financial Network bought 1,200 Schwab US Large- Cap ETF shares in Q2 2022, an estimated $19.4K.
  • Schwab US Large- Cap ETF made up 0.03% of Cordasco Financial Network's portfolio in Q2 2022, its #225 holding.
  • Cordasco Financial Network first reported a position in Schwab US Large- Cap ETF in Q4 2021 and has held it in 3 quarters since.
  • 968 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2022.

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