Corbenic Partners LLC Schwab Strategic U.S. Mid Cap Transaction History

Corbenic Partners LLC

$380 Million
Q2 2022

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 21, 2021	SELL	N/A	-102 Closed	0 $0
Q1 2021 Apr 14, 2021	BUY	N/A	102 New	102 $8,000
Q2 2020 Jul 17, 2020	SELL	N/A	-38 Closed	0 $0
Q1 2020 Apr 16, 2020	BUY	N/A	10 Added 35.71%	38 $2,000
Q4 2019 Jan 14, 2020	BUY	N/A	28 New	28 $2,000

Others Institutions Holding SCHM

# of Institutions

903

Shares Held

96M

Call Options Held

8K

Put Options Held

600

Financial Engines Advisors L.L.C. Santa Clara, CA

21.1M
Shares

$1.62 Billion
3.87% of portfolio
Creative Planning Overland Park, KS

10.1M
Shares

$781 Million
0.92% of portfolio
High Tower Advisors, LLC Chicago, IL

3.69M
Shares

$285 Million
0.49% of portfolio
Wealth Enhancement Advisory Services, LLC

2.14M
Shares

$165 Million
0.47% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2M
Shares

$154 Million
2.99% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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