Cordasco Financial Network Schwab Strategic U.S. Mid Cap Transaction History

Cordasco Financial Network

$138 Million
Q2 2022

A detailed history of Cordasco Financial Network transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Cordasco Financial Network holds 20 shares of SCHM stock, worth $1,613. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,613

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	BUY	$60.91 - $76.4 $1,218 - $1,528	20 New	20 $1,000

Others Institutions Holding SCHM

# of Institutions

912

Shares Held

94.8M

Call Options Held

6.2K

Put Options Held

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

21.2M
Shares

$1.71 Billion
3.68% of portfolio
Creative Planning Overland Park, KS

10M
Shares

$810 Million
0.84% of portfolio
High Tower Advisors, LLC Chicago, IL

3.18M
Shares

$256 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

2.28M
Shares

$184 Million
0.18% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

2.23M
Shares

$180 Million
2.77% of portfolio

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About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Cordasco Financial Network Schwab Strategic U.S. Mid Cap Transaction History