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

Arete Wealth Advisors, LLC

  • $1.17 Billion
  • Q3 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 23,990 shares of SCHZ stock, worth $545,532. This represents 0.1% of its overall portfolio holdings.

Number of Shares
23,990
Previous 23,990 -0.0%
Holding current value
$545,532
Previous $1.14 Million -0.0%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
630
Shares Held
105M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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