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Arete Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Arete Wealth Advisors’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,037
Closed -$469K – 613
2022
Q2 		$469K Buy
+5,037
New +$174K 0.05% 255

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MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Arete Wealth Advisors's SCHC Position: Q3 2022 in Review

Arete Wealth Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2022, closing a stake of 5,037 shares — an estimated $469K sold.

Arete Wealth Advisors first reported a position in SCHC in Q2 2022 and held it in 1 quarter. The position peaked at $469K in Q2 2022. 326 funds tracked by Wall St. Rank hold SCHC as of Q3 2022.

  • Arete Wealth Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,037 Schwab International Small-Cap Equity ETF shares in Q3 2022, an estimated $469K.
  • Arete Wealth Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q2 2022 and held it in 1 quarter.
  • Arete Wealth Advisors's Schwab International Small-Cap Equity ETF position peaked at $469K in Q2 2022.
  • 326 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2022.

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