Roberts Wealth Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Roberts Wealth Advisors, LLC

  • $303 Million
  • Q4 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 37,136 shares of SCHA stock, worth $938,426. This represents 0.32% of its overall portfolio holdings.

Number of Shares
37,136
Previous 18,518 100.54%
Holding current value
$938,426
Previous $953,000 0.73%
% of portfolio
0.32%
Previous 0.33%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$25.33 - $51.16 $471,593 - $952,496
18,618 Added 100.54%
37,136 $960,000
Q1 2024

Apr 17, 2024
SELL
$44.84 - $49.24 $92,011 - $101,040
-2,052 Reduced 9.98%
18,518 $911,000
Q4 2023

Jan 17, 2024
SELL
$38.13 - $48.02 $30,542 - $38,464
-801 Reduced 3.75%
20,570 $2.83 Million
Q3 2023

Oct 17, 2023
BUY
$40.85 - $46.1 $20,425 - $23,050
500 Added 2.4%
21,371 $885,000
Q2 2023

Jul 12, 2023
SELL
$39.91 - $43.82 $1,556 - $1,708
-39 Reduced 0.19%
20,871 $914,000
Q4 2022

Jan 10, 2023
BUY
$38.25 - $43.54 $799,807 - $910,421
20,910 New
20,910 $0

Others Institutions Holding SCHA

# of Institutions
1,248
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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