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

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 152,959 shares of SCHY stock, worth $4.32 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
152,959
Previous 139,000 10.04%
Holding current value
$4.32 Million
Previous $3.54 Million 18.16%
% of portfolio
0.14%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$23.14 - $27.82 $323,011 - $388,339
13,959 Added 10.04%
152,959 $4.18 Million
Q1 2025

Apr 17, 2025
BUY
$22.91 - $25.71 $126,577 - $142,047
5,525 Added 4.14%
139,000 $3.54 Million
Q4 2024

Jan 27, 2025
BUY
$23.01 - $26.06 $455,091 - $515,414
19,778 Added 17.4%
133,475 $3.09 Million
Q3 2024

Nov 12, 2024
BUY
$23.66 - $26.53 $203,807 - $228,529
8,614 Added 8.2%
113,697 $2.98 Million
Q2 2024

Aug 13, 2024
BUY
$23.23 - $24.96 $2.44 Million - $2.62 Million
105,083 New
105,083 $2.48 Million

Others Institutions Holding SCHY

# of Institutions
141
Shares Held
12M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL DIVID

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