Arete Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Arete Wealth Advisors, LLC

$1.39 Billion
Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 49,985 shares of SCHZ stock, worth $1.16 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

49,985

Previous 23,990 108.36%

Holding current value

$1.16 Million

Previous $1.14 Million 0.35%

% of portfolio

0.08%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$22.63 - $47.53 $588,266 - $1.24 Million	25,995 Added 108.36%	49,985 $1.14 Million
Q3 2024 Nov 14, 2024	BUY	$45.2 - $47.87 $78,602 - $83,245	1,739 Added 7.82%	23,990 $1.14 Million
Q2 2024 Aug 13, 2024	BUY	$44.66 - $45.99 $19,695 - $20,281	441 Added 2.02%	22,251 $1.02 Million
Q1 2024 May 15, 2024	SELL	$45.44 - $46.67 $3,771 - $3,873	-83 Reduced 0.38%	21,810 $1 Million
Q4 2023 Feb 14, 2024	BUY	$43.09 - $46.83 $943,369 - $1.03 Million	21,893 New	21,893 $1.02 Million
Q2 2022 Aug 15, 2022	BUY	$46.62 - $50.36 $433,938 - $468,750	9,308 New	9,308 $289,000

Others Institutions Holding SCHZ

# of Institutions

687

Shares Held

167M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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Arete Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History