Roberts Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History

Roberts Wealth Advisors, LLC

  • $293 Million
  • Q3 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 73,893 shares of SCHE stock, worth $2 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
73,893
Previous 74,116 0.3%
Holding current value
$2 Million
Previous $1.97 Million 9.55%
% of portfolio
0.74%
Previous 0.72%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$25.45 - $29.53 $5,675 - $6,585
-223 Reduced 0.3%
73,893 $2.16 Million
Q2 2024

Aug 13, 2024
SELL
$24.67 - $27.2 $444 - $489
-18 Reduced 0.02%
74,116 $1.97 Million
Q4 2023

Jan 17, 2024
BUY
$23.04 - $24.89 $9,584 - $10,354
416 Added 0.56%
74,134 $5.38 Million
Q3 2023

Oct 17, 2023
BUY
$23.83 - $26.11 $1.76 Million - $1.92 Million
73,718 New
73,718 $1.76 Million

Others Institutions Holding SCHE

# of Institutions
780
Shares Held
141M
Call Options Held
28.1K
Put Options Held
200
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
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