Arete Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
54,956
+1,683
| +3% | +$39.1K | 0.09% | 222 |
|
|
2025
Q1 | $1.23M | Buy |
53,273
+3,288
| +7% | +$76.2K | 0.09% | 220 |
|
|
2024
Q4 | $1.14M | Buy |
49,985
+2,005
| +4% | +$45.5K | 0.08% | 236 |
|
|
2024
Q3 | $1.14M | Buy |
47,980
+3,478
| +8% | +$82.6K | 0.1% | 206 |
|
|
2024
Q2 | $1.02M | Buy |
44,502
+882
| +2% | +$20.1K | 0.08% | 230 |
|
|
2024
Q1 | $1M | Sell |
43,620
-166
| -0.4% | -$3.82K | 0.09% | 211 |
|
|
2023
Q4 | $1.02M | Buy |
+43,786
| New | +$1.02M | 0.08% | 247 |
|
|
2022
Q3 | – | Sell |
-18,616
| Closed | -$289K | – | 615 |
|
|
2022
Q2 | $289K | Buy |
+18,616
| New | +$289K | 0.03% | 342 |
|