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

Roberts Wealth Advisors, LLC

  • $293 Million
  • Q3 2024

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 18,518 shares of SCHA stock, worth $511,652. This represents 0.33% of its overall portfolio holdings.

Number of Shares
18,518
Previous 18,518 -0.0%
Holding current value
$511,652
Previous $878,000 8.54%
% of portfolio
0.33%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,135
Shares Held
233M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Roberts Wealth Advisors, LLC Portfolio

Follow Roberts Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roberts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roberts Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email