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

Cetera 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
2024 Q1	$2.27M	Buy	63,275 +55,494	+713%	+$1.91M	0.02%	764
2023 Q4	$271K	Buy	7,781 +1,247	+19%	+$40.5K	﹤0.01%	1483
2023 Q3	$211K	Sell	6,534 -480	-7%	-$16.3K	﹤0.01%	1517
2023 Q2	$237K	Buy	7,014 +293	+4%	+$9.91K	﹤0.01%	1426
2023 Q1	$227K	Buy	+6,721	New	+$224K	﹤0.01%	1435
2022 Q1	–	Sell	-5,042	Closed	-$206K	–	1515
2021 Q4	$206K	Buy	5,042 +146	+3%	+$6.09K	﹤0.01%	1313
2021 Q3	$203K	Buy	+4,896	New	+$208K	﹤0.01%	1298

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Cetera Advisors's SCHC Position: Q1 2024 in Review

Cetera Advisors increased its Schwab International Small-Cap Equity ETF (SCHC) stake by 713% in Q1 2024, buying an estimated $1.91M and bringing the position to 63,275 shares worth $2.27M. The position accounts for 0.02% of the portfolio, ranked #764.

Cetera Advisors first reported a position in SCHC in Q3 2021 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold SCHC as of Q1 2024.

Cetera Advisors held 63,275 shares of Schwab International Small-Cap Equity ETF worth $2.27M as of Q1 2024.
Cetera Advisors bought 55,494 Schwab International Small-Cap Equity ETF shares in Q1 2024, an estimated $1.91M.
Schwab International Small-Cap Equity ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #764 holding.
Cetera Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q3 2021 and has held it in 7 quarters since.
390 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2024.

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