Roberts Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History

Roberts Wealth Advisors, LLC

  • $293 Million
  • Q3 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 13,778 shares of SCHO stock, worth $331,912. This represents 0.23% of its overall portfolio holdings.

Number of Shares
13,778
Previous 14,173 2.79%
Holding current value
$331,912
Previous $682,000 1.17%
% of portfolio
0.23%
Previous 0.25%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$47.93 - $49.06 $18,932 - $19,378
-395 Reduced 2.79%
13,778 $674,000
Q2 2024

Aug 13, 2024
SELL
$47.75 - $48.13 $37,483 - $37,782
-785 Reduced 5.25%
14,173 $682,000
Q1 2024

Apr 17, 2024
SELL
$48.05 - $48.63 $3,844 - $3,890
-80 Reduced 0.53%
14,958 $721,000
Q3 2023

Oct 17, 2023
BUY
$47.78 - $48.2 $17,535 - $17,689
367 Added 2.5%
15,038 $720,000
Q2 2023

Jul 12, 2023
SELL
$48.06 - $48.89 $12,687 - $12,906
-264 Reduced 1.77%
14,671 $705,000
Q1 2023

Apr 11, 2023
SELL
$47.8 - $49.0 $908 - $931
-19 Reduced 0.13%
14,935 $728,000
Q4 2022

Jan 10, 2023
SELL
$47.89 - $48.47 $648,622 - $656,477
-13,544 Reduced 47.53%
14,954 $0
Q3 2022

Oct 13, 2022
SELL
$48.15 - $49.37 $83,106 - $85,212
-1,726 Reduced 5.71%
28,498 $1.37 Million
Q2 2022

Jul 11, 2022
SELL
$48.73 - $49.59 $20,710 - $21,075
-425 Reduced 1.39%
30,224 $1.48 Million
Q1 2022

Apr 12, 2022
SELL
$49.47 - $50.82 $1.13 Million - $1.17 Million
-22,935 Reduced 42.8%
30,649 $1.51 Million
Q4 2021

Jan 12, 2022
BUY
$50.83 - $51.21 $360,384 - $363,078
7,090 Added 15.25%
53,584 $2.72 Million
Q3 2021

Oct 12, 2021
BUY
$51.18 - $51.3 $2.38 Million - $2.39 Million
46,494 New
46,494 $2.38 Million

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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