Roberts Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Roberts Wealth Advisors, LLC
- $293 Million
- Q3 2024
A detailed history of Roberts Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 161,850 shares of SCHF stock, worth $3.1 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
161,850
Previous 152,589
6.07%
Holding current value
$3.1 Million
Previous $5.86 Million
13.53%
% of portfolio
2.28%
Previous 2.14%
Shares
11 transactions
Others Institutions Holding SCHF
# of Institutions
1,268Shares Held
773MCall Options Held
80.7KPut Options Held
8.3K-
Northwestern Mutual Wealth Management CO155MShares$2.96 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO82.7MShares$1.58 Billion11.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$1.55 Billion6.84% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.37 Billion11.16% of portfolio
-
Wealthfront Advisers LLC50.6MShares$969 Million6.47% of portfolio