Werba Rubin Papier Wealth Management Schwab Strategic Tr Long Term Transaction History

Werba Rubin Papier Wealth Management

$532 Billion
Q2 2025

A detailed history of Werba Rubin Papier Wealth Management transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 578,340 shares of SCHQ stock, worth $18.4 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

578,340

Previous 632,813 8.61%

Holding current value

$18.4 Million

Previous $20.7 Billion 11.04%

% of portfolio

3.47%

Previous 4.51%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$30.46 - $33.4 $1.66 Million - $1.82 Million	-54,473 Reduced 8.61%	578,340 $18.4 Billion
Q1 2025 May 07, 2025	BUY	$30.72 - $33.22 $10.1 Million - $10.9 Million	327,943 Added 107.57%	632,813 $20.7 Billion
Q4 2024 Jan 31, 2025	BUY	$31.33 - $35.13 $2.82 Million - $3.16 Million	89,875 Added 41.8%	304,870 $9.58 Billion
Q3 2024 Oct 18, 2024	BUY	$32.17 - $35.98 $6.92 Million - $7.74 Million	214,995 New	214,995 $7.52 Billion

Others Institutions Holding SCHQ

# of Institutions

106

Shares Held

17.2M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

Ticker SCHQ
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Werba Rubin Papier Wealth Management Schwab Strategic Tr Long Term Transaction History