Roberts Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Roberts Wealth Advisors, LLC

$299 Million
Q1 2025

A detailed history of Roberts Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 36,160 shares of SCHA stock, worth $873,625. This represents 0.28% of its overall portfolio holdings.

Number of Shares

36,160

Previous 37,136 2.63%

Holding current value

$873,625

Previous $960,000 11.77%

% of portfolio

0.28%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$23.16 - $27.04 $22,604 - $26,391	-976 Reduced 2.63%	36,160 $847,000
Q4 2024 Jan 16, 2025	BUY	$25.33 - $51.16 $471,593 - $952,496	18,618 Added 100.54%	37,136 $960,000
Q1 2024 Apr 17, 2024	SELL	$44.84 - $49.24 $92,011 - $101,040	-2,052 Reduced 9.98%	18,518 $911,000
Q4 2023 Jan 17, 2024	SELL	$38.13 - $48.02 $30,542 - $38,464	-801 Reduced 3.75%	20,570 $2.83 Million
Q3 2023 Oct 17, 2023	BUY	$40.85 - $46.1 $20,425 - $23,050	500 Added 2.4%	21,371 $885,000
Q2 2023 Jul 12, 2023	SELL	$39.91 - $43.82 $1,556 - $1,708	-39 Reduced 0.19%	20,871 $914,000
Q4 2022 Jan 10, 2023	BUY	$38.25 - $43.54 $799,807 - $910,421	20,910 New	20,910 $0

Others Institutions Holding SCHA

# of Institutions

1,257

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Roberts Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History