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%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$24.38 - $30.18 $27,378 - $33,892	-1,123 Reduced 1.54%	71,950 $2.17 Million
Q1 2025 Apr 21, 2025	SELL	$25.81 - $28.52 $6,349 - $7,015	-246 Reduced 0.34%	73,073 $2.01 Million
Q4 2024 Jan 16, 2025	SELL	$26.63 - $30.23 $15,285 - $17,352	-574 Reduced 0.78%	73,319 $1.95 Million
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

872

Shares Held

151M

Call Options Held

27.8K

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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