Arete Wealth Advisors’s Schwab International Equity ETF SCHF Stock Holding History

Arete Wealth Advisors’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-15,190	Closed	-$364K	–	614
2022 Q2	$364K	Buy	15,190 +3,948	+35%	+$67.2K	0.04%	300
2022 Q1	$206K	Sell	11,242 -8,760	-44%	-$163K	0.02%	475
2021 Q4	$392K	Buy	20,002 +4,548	+29%	+$89.3K	0.03%	335
2021 Q3	$299K	Buy	+15,454	New	+$307K	0.03%	328
2021 Q2	–	Sell	-15,430	Closed	-$292K	–	426
2021 Q1	$292K	Buy	15,430 +136	+0.9%	+$2.54K	0.04%	323
2020 Q4	$277K	Sell	15,294 -484	-3%	-$8.16K	0.04%	320
2020 Q3	$250K	Sell	15,778 -658	-4%	-$10.3K	0.04%	315
2020 Q2	$244K	Buy	+16,436	New	+$231K	0.04%	321
2019 Q1	–	Sell	-28,586	Closed	-$405K	–	407
2018 Q4	$405K	Buy	28,586 +3,562	+14%	+$54.5K	0.1%	220
2018 Q3	$420K	Hold	25,024	–	–	0.09%	213
2018 Q2	$414K	Buy	25,024 +5,050	+25%	+$85.8K	0.1%	218
2018 Q1	$337K	Buy	+19,974	New	+$344K	0.11%	218

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Arete Wealth Advisors sold out of Schwab International Equity ETF (SCHF) in Q3 2022, closing a stake of 15,190 shares — an estimated $364K sold.

Arete Wealth Advisors first reported a position in SCHF in Q1 2018 and held it in 12 quarters. The position peaked at $420K in Q3 2018. 903 funds tracked by Wall St. Rank hold SCHF as of Q3 2022.

Arete Wealth Advisors reported no remaining Schwab International Equity ETF position as of Q3 2022 after selling out during the quarter.
Arete Wealth Advisors sold 15,190 Schwab International Equity ETF shares in Q3 2022, an estimated $364K.
Arete Wealth Advisors first reported a position in Schwab International Equity ETF in Q1 2018 and held it in 12 quarters.
Arete Wealth Advisors's Schwab International Equity ETF position peaked at $420K in Q3 2018.
903 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2022.

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