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
2025 Q2	$1.28M	Buy
2025 Q1	$1.23M	Buy
2024 Q4	$1.14M	Buy
2024 Q3	$1.14M	Buy
2024 Q2	$1.02M	Buy
2024 Q1	$1M	Sell
2023 Q4	$1.02M	Buy
2022 Q3	–	Sell
2022 Q2	$289K	Buy