Schwab Strategic Tr us aggregate b shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 55k | 23.47 |
| 2025-06-30 | $1.3M | 55k | 23.24 |
| 2025-03-31 | $1.2M | 53k | 23.16 |
| 2024-12-31 | $1.1M | 50k | 22.71 |
| 2024-09-30 | $1.1M | 24k | 47.48 |
| 2024-03-31 | $1.0M | 22k | 46.00 |
| 2023-12-31 | $1.0M | 22k | 46.62 |
| 2022-06-30 | $289k | 9.3k | 31.05 |
Top funds holding Schwab Strategic Tr us aggregate b
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