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Arete Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Arete Wealth Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-44,935
Closed -$1.05M – 664
2025
Q4 		$1.05M Sell
44,935
-9,996
-18% -$235K 0.06% 279
2025
Q3 		$1.29M Sell
54,931
-25
-0% -$581 0.08% 233
2025
Q2 		$1.28M Buy
54,956
+1,683
+3% +$38.6K 0.09% 222
2025
Q1 		$1.23M Buy
53,273
+3,288
+7% +$75.3K 0.09% 220
2024
Q4 		$1.14M Buy
49,985
+2,005
+4% +$46.3K 0.08% 236
2024
Q3 		$1.14M Buy
47,980
+3,478
+8% +$81.4K 0.1% 206
2024
Q2 		$1.02M Buy
44,502
+882
+2% +$20K 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 +$980K 0.08% 247
2022
Q3 		– Sell
-18,616
Closed -$289K – 615
2022
Q2 		$289K Buy
+18,616
New +$451K 0.03% 342

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arete Wealth Advisors's SCHZ Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q1 2026, closing a stake of 44,935 shares — an estimated $1.05M sold.

Arete Wealth Advisors first reported a position in SCHZ in Q2 2022 and held it in 10 quarters. The position peaked at $1.29M in Q3 2025. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 44,935 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $1.05M.
  • Arete Wealth Advisors first reported a position in Schwab US Aggregate Bond ETF in Q2 2022 and held it in 10 quarters.
  • Arete Wealth Advisors's Schwab US Aggregate Bond ETF position peaked at $1.29M in Q3 2025.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.