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

Robertson Stephens Wealth Management, LLC

$3.21 Billion
Q3 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 173,615 shares of SCHY stock, worth $5.05 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

173,615

Previous 152,959 13.5%

Holding current value

$5.05 Million

Previous $4.18 Million 15.95%

% of portfolio

0.15%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$26.92 - $28.6 $556,059 - $590,761	20,656 Added 13.5%	173,615 $4.85 Million
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

155

Shares Held

12.6M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR INTL DIVID

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