Roberts Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History
Roberts Wealth Advisors, LLC
- $325 Million
- Q2 2025
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 395,881 shares of SCHF stock, worth $8.9 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
395,881
Previous 362,206
9.3%
Holding current value
$8.9 Million
Previous $7.16 Million
22.11%
% of portfolio
2.69%
Previous 2.4%
Shares
14 transactions
Others Institutions Holding SCHF
# of Institutions
1,459Shares Held
1.54BCall Options Held
52.9KPut Options Held
3.9K-
Northwestern Mutual Wealth Management CO348MShares$7.83 Billion5.68% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO185MShares$4.16 Billion12.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA170MShares$3.83 Billion7.25% of portfolio
-
Wealthfront Advisers LLC105MShares$2.36 Billion5.93% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.6 Billion11.16% of portfolio