Roberts Wealth Advisors, LLC Schwab Charles Corp Transaction History

Roberts Wealth Advisors, LLC

$325 Million
Q2 2025

A detailed history of Roberts Wealth Advisors, LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 23,348 shares of SCHW stock, worth $2.3 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

23,348

Previous 23,297 0.22%

Holding current value

$2.3 Million

Previous $1.82 Million 16.84%

% of portfolio

0.66%

Previous 0.61%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$69.06 - $91.24 $3,522 - $4,653	51 Added 0.22%	23,348 $2.13 Million
Q1 2025 Apr 21, 2025	SELL	$71.24 - $83.64 $4,416 - $5,185	-62 Reduced 0.27%	23,297 $1.82 Million
Q4 2024 Jan 16, 2025	BUY	$63.31 - $82.85 $19,562 - $25,600	309 Added 1.34%	23,359 $1.73 Million
Q3 2024 Oct 15, 2024	BUY	$61.74 - $76.08 $55,874 - $68,852	905 Added 4.09%	23,050 $1.49 Million
Q2 2024 Aug 13, 2024	BUY	$70.03 - $78.9 $43,698 - $49,233	624 Added 2.9%	22,145 $1.63 Million
Q1 2024 Apr 17, 2024	BUY	$61.89 - $72.38 $65,912 - $77,084	1,065 Added 5.21%	21,521 $1.56 Million
Q4 2023 Jan 17, 2024	BUY	$49.33 - $70.98 $10,852 - $15,615	220 Added 1.09%	20,456 $4.01 Million
Q3 2023 Oct 17, 2023	BUY	$54.2 - $67.94 $21,517 - $26,972	397 Added 2.0%	20,236 $1.11 Million
Q2 2023 Jul 12, 2023	BUY	$47.37 - $57.14 $13,074 - $15,770	276 Added 1.41%	19,839 $1.12 Million
Q1 2023 Apr 11, 2023	BUY	$51.91 - $85.6 $13,185 - $21,742	254 Added 1.32%	19,563 $1.02 Million
Q4 2022 Jan 10, 2023	SELL	$67.43 - $83.26 $8,226 - $10,157	-122 Reduced 0.63%	19,309 $0
Q3 2022 Oct 13, 2022	SELL	$21.16 - $74.92 $738,018 - $2.61 Million	-34,878 Reduced 64.22%	19,431 $1.48 Million
Q2 2022 Jul 11, 2022	BUY	$59.99 - $83.83 $6,598 - $9,221	110 Added 0.2%	54,309 $3.5 Million
Q1 2022 Apr 12, 2022	SELL	$75.69 - $95.53 $65,471 - $82,633	-865 Reduced 1.57%	54,199 $4.53 Million
Q4 2021 Jan 12, 2022	SELL	$73.23 - $85.82 $131,887 - $154,561	-1,801 Reduced 3.17%	55,064 $4.72 Million
Q3 2021 Oct 12, 2021	BUY	$66.68 - $77.38 $3.79 Million - $4.4 Million	56,865 New	56,865 $4.14 Million

Others Institutions Holding SCHW

# of Institutions

2,375

Shares Held

1.47B

Call Options Held

17.4M

Put Options Held

19.9M

View Full List

About SCHWAB CHARLES CORP

Ticker SCHW
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 1,817,789,952
Market Cap $179B
Description
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...

More about SCHW

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Roberts Wealth Advisors, LLC Schwab Charles Corp Transaction History