Robertson Stephens Wealth Management, LLC Schwab Strategic Tr Intl Small Transaction History

Robertson Stephens Wealth Management, LLC

  • $1.98 Billion
  • Q1 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 11,617 shares of SCHC stock, worth $413,681. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,617
Previous 11,617 -0.0%
Holding current value
$413,681
Previous $405,000 2.47%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$30.0 - $35.05 $30,000 - $35,050
-1,000 Reduced 7.93%
11,617 $405,000
Q2 2023

Aug 11, 2023
SELL
$32.67 - $34.58 $51,161 - $54,152
-1,566 Reduced 11.04%
12,617 $426,000
Q1 2023

May 11, 2023
SELL
$31.54 - $34.93 $39,677 - $43,941
-1,258 Reduced 8.15%
14,183 $478,000
Q4 2022

Feb 14, 2023
BUY
$29.55 - $32.98 $456,281 - $509,244
15,441 New
15,441 $485,000
Q2 2022

Aug 12, 2022
BUY
N/A
296 Added 1.35%
22,173 $692,000
Q1 2022

May 16, 2022
BUY
N/A
110 Added 0.51%
21,877 $830,000
Q4 2021

Feb 14, 2022
BUY
N/A
462 Added 2.17%
21,767 $891,000
Q4 2020

Feb 10, 2021
BUY
N/A
8,577 Added 67.39%
21,305 $802,000
Q3 2020

Nov 10, 2020
BUY
N/A
12,728 New
12,728 $414,000
Q1 2020

May 01, 2020
SELL
N/A
-8,680 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
N/A
8,680 New
8,680 $276,000
Q2 2019

Jul 31, 2019
SELL
N/A
-10,563 Closed
0 $0
Q1 2019

May 15, 2019
SELL
N/A
-1,097 Reduced 9.41%
10,563 $341,000
Q4 2018

Feb 12, 2019
BUY
N/A
11,660 New
11,660 $339,000

Others Institutions Holding SCHC

# of Institutions
405
Shares Held
88.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
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More about SCHC
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