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Cetera Advisor Networks’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$4.55M Buy
127,040
+2,896
+2% +$99.6K 0.02% 673
2023
Q4 		$4.33M Buy
124,144
+1,053
+0.9% +$34.2K 0.02% 636
2023
Q3 		$3.97M Buy
123,091
+105,932
+617% +$3.59M 0.03% 613
2023
Q2 		$579K Buy
17,159
+3,966
+30% +$134K ﹤0.01% 1624
2023
Q1 		$445K Buy
13,193
+1,341
+11% +$44.7K ﹤0.01% 1780
2022
Q4 		$373K Buy
11,852
+2,107
+22% +$64.2K ﹤0.01% 1842
2022
Q3 		$270K Sell
9,745
-38
-0.4% -$1.2K ﹤0.01% 1669
2022
Q2 		$305K Sell
9,783
-103
-1% -$3.57K ﹤0.01% 1616
2022
Q1 		$375K Sell
9,886
-151
-2% -$5.78K ﹤0.01% 1493
2021
Q4 		$411K Buy
+10,037
New +$419K 0.01% 1400
2020
Q3 		– Sell
-379
Closed -$11K – 2699
2020
Q2 		$11K Buy
+379
New +$10.5K ﹤0.01% 2684

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Cetera Advisor Networks's SCHC Position: Q1 2024 in Review

Cetera Advisor Networks increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 2.3% in Q1 2024, buying an estimated $99.6K and bringing the position to 127,040 shares worth $4.55M. The position accounts for 0.02% of the portfolio, ranked #673.

Cetera Advisor Networks first reported a position in SCHC in Q2 2020 and has held it in 11 quarters since. 391 funds tracked by Wall St. Rank hold SCHC as of Q1 2024.

  • Cetera Advisor Networks held 127,040 shares of Schwab International Small-Cap Equity ETF worth $4.55M as of Q1 2024.
  • Cetera Advisor Networks bought 2,896 Schwab International Small-Cap Equity ETF shares in Q1 2024, an estimated $99.6K.
  • Schwab International Small-Cap Equity ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #673 holding.
  • Cetera Advisor Networks first reported a position in Schwab International Small-Cap Equity ETF in Q2 2020 and has held it in 11 quarters since.
  • 391 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.