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Arete Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Arete Wealth 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
2019
Q1 		– Sell
-27,318
Closed -$273K – 406
2018
Q4 		$273K Hold
27,318
– – 0.07% 285
2018
Q3 		$320K Hold
27,318
– – 0.07% 257
2018
Q2 		$300K Sell
27,318
-2,910
-10% -$31.8K 0.07% 272
2018
Q1 		$321K Buy
+30,228
New +$332K 0.11% 227

Other funds holding SCHB

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Arete Wealth Advisors's SCHB Position: Q1 2019 in Review

Arete Wealth Advisors sold out of Schwab US Broad Market ETF (SCHB) in Q1 2019, closing a stake of 27,318 shares — an estimated $273K sold.

Arete Wealth Advisors first reported a position in SCHB in Q1 2018 and held it in 4 quarters. The position peaked at $321K in Q1 2018. 558 funds tracked by Wall St. Rank hold SCHB as of Q1 2019.

  • Arete Wealth Advisors reported no remaining Schwab US Broad Market ETF position as of Q1 2019 after selling out during the quarter.
  • Arete Wealth Advisors sold 27,318 Schwab US Broad Market ETF shares in Q1 2019, an estimated $273K.
  • Arete Wealth Advisors first reported a position in Schwab US Broad Market ETF in Q1 2018 and held it in 4 quarters.
  • Arete Wealth Advisors's Schwab US Broad Market ETF position peaked at $321K in Q1 2018.
  • 558 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2019.

Based on Arete Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.