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Pathway Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Pathway Financial Advisors’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
Q3 		– Sell
-24,999
Closed -$368K – 137
2022
Q2 		$368K Buy
+24,999
New +$401K 0.15% 76

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MFRM
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SG
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HP
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HCM
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RPGK
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Pathway Financial Advisors's SCHB Position: Q3 2022 in Review

Pathway Financial Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q3 2022, closing a stake of 24,999 shares — an estimated $368K sold.

Pathway Financial Advisors first reported a position in SCHB in Q2 2022 and held it in 1 quarter. The position peaked at $368K in Q2 2022. 855 funds tracked by Wall St. Rank hold SCHB as of Q3 2022.

  • Pathway Financial Advisors reported no remaining Schwab US Broad Market ETF position as of Q3 2022 after selling out during the quarter.
  • Pathway Financial Advisors sold 24,999 Schwab US Broad Market ETF shares in Q3 2022, an estimated $368K.
  • Pathway Financial Advisors first reported a position in Schwab US Broad Market ETF in Q2 2022 and held it in 1 quarter.
  • Pathway Financial Advisors's Schwab US Broad Market ETF position peaked at $368K in Q2 2022.
  • 855 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2022.

Based on Pathway Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.