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Aries Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Aries Wealth Management’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
Q2 		– Sell
-22,800
Closed -$866K – 214
2022
Q1 		$866K Buy
+22,800
New +$873K 0.37% 41

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SC
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AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Aries Wealth Management's SCHC Position: Q2 2022 in Review

Aries Wealth Management sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2022, closing a stake of 22,800 shares — an estimated $866K sold.

Aries Wealth Management first reported a position in SCHC in Q1 2022 and held it in 1 quarter. The position peaked at $866K in Q1 2022. 355 funds tracked by Wall St. Rank hold SCHC as of Q2 2022.

  • Aries Wealth Management reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Aries Wealth Management sold 22,800 Schwab International Small-Cap Equity ETF shares in Q2 2022, an estimated $866K.
  • Aries Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2022 and held it in 1 quarter.
  • Aries Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $866K in Q1 2022.
  • 355 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2022.

Based on Aries Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.