Arete Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History

Arete Wealth Advisors, LLC

$1.6 Billion
Q3 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 8,253 shares of SCHO stock, worth $200,960. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,253

Holding current value

$200,960

% of portfolio

0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$24.23 - $24.42 $199,970 - $201,538	8,253 New	8,253 $201,000
Q2 2024 Aug 13, 2024	BUY	$47.75 - $48.13 $210,147 - $211,820	4,401 New	4,401 $212,000
Q2 2020 Aug 11, 2020	SELL	$51.53 - $51.71 $1.9 Million - $1.91 Million	-36,877 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$50.48 - $51.73 $202,980 - $208,006	-4,021 Reduced 9.83%	36,877 $1.91 Million
Q4 2019 Feb 14, 2020	BUY	$50.38 - $50.71 $141,416 - $142,342	2,807 Added 7.37%	40,898 $2.07 Million

Q3 2019 Nov 13, 2019	SELL	$50.39 - $50.59 $143,309 - $143,877	-2,844 Reduced 6.95%	38,091 $1.93 Million
Q2 2019 Aug 14, 2019	BUY	N/A	4,976 Added 13.84%	40,935 $2.07 Million
Q1 2019 May 15, 2019	BUY	N/A	9,831 Added 37.63%	35,959 $1.81 Million
Q4 2018 Feb 14, 2019	BUY	N/A	7,362 Added 39.23%	26,128 $1.3 Million
Q3 2018 Nov 14, 2018	BUY	N/A	2,766 Added 17.29%	18,766 $930,000
Q2 2018 Aug 14, 2018	BUY	N/A	10,022 Added 167.65%	16,000 $796,000
Q1 2018 May 15, 2018	BUY	N/A	5,978 New	5,978 $298,000

Others Institutions Holding SCHO

# of Institutions

705

Shares Held

323M

Call Options Held

Put Options Held

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Arete Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History