Roberts Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Roberts Wealth Advisors, LLC
- $325 Million
- Q2 2025
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 71,950 shares of SCHE stock, worth $2.42 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
71,950
Previous 73,073
1.54%
Holding current value
$2.42 Million
Previous $2.01 Million
7.65%
% of portfolio
0.67%
Previous 0.67%
Shares
7 transactions
Others Institutions Holding SCHE
# of Institutions
872Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$656 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$591 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$341 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$126 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$124 Million0.08% of portfolio