Roberts Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History
Roberts Wealth Advisors, LLC
- $325 Million
- Q2 2025
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 13,540 shares of SCHO stock, worth $330,511. This represents 0.1% of its overall portfolio holdings.
Number of Shares
13,540
Previous 16,949
20.11%
Holding current value
$330,511
Previous $412,000
19.9%
% of portfolio
0.1%
Previous 0.14%
Shares
15 transactions
Others Institutions Holding SCHO
# of Institutions
710Shares Held
319MCall Options Held
98.6KPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC109MShares$2.66 Billion0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN23.1MShares$563 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$524 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA17MShares$416 Million0.5% of portfolio
-
Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio