Arete Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Arete Wealth Advisors, LLC

$1.39 Billion
Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 17,921 shares of SCHE stock, worth $486,913. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,921

Previous 18,985 5.6%

Holding current value

$486,913

Previous $554,000 13.72%

% of portfolio

0.03%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$26.63 - $30.23 $28,334 - $32,164	-1,064 Reduced 5.6%	17,921 $478,000
Q3 2024 Nov 14, 2024	SELL	$25.45 - $29.53 $876,498 - $1.02 Million	-34,440 Reduced 64.46%	18,985 $554,000
Q2 2024 Aug 13, 2024	BUY	$24.67 - $27.2 $292,709 - $322,728	11,865 Added 28.55%	53,425 $1.42 Million
Q1 2024 May 15, 2024	BUY	$23.47 - $25.45 $354,795 - $384,727	15,117 Added 57.17%	41,560 $1.05 Million
Q4 2023 Feb 14, 2024	BUY	$23.04 - $24.89 $609,246 - $658,166	26,443 New	26,443 $655,000
Q2 2023 Aug 09, 2023	BUY	$23.66 - $25.54 $539,140 - $581,979	22,787 Added 96.56%	46,386 $1.14 Million
Q1 2023 May 01, 2023	BUY	$23.32 - $26.39 $15,741 - $17,813	675 Added 2.94%	23,599 $578,000
Q4 2022 Feb 06, 2023	BUY	$21.59 - $24.95 $494,929 - $571,953	22,924 New	22,924 $542,000

Others Institutions Holding SCHE

# of Institutions

826

Shares Held

143M

Call Options Held

24.2K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Arete Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History