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

Roberts Wealth Advisors, LLC

  • $303 Million
  • Q4 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 73,319 shares of SCHE stock, worth $1.99 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
73,319
Previous 73,893 0.78%
Holding current value
$1.99 Million
Previous $2.16 Million 9.46%
% of portfolio
0.64%
Previous 0.74%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
783
Shares Held
142M
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
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