Roberts Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History

Roberts Wealth Advisors, LLC

$303 Million
Q4 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 343,361 shares of SCHF stock, worth $6.64 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

343,361

Previous 161,850 112.15%

Holding current value

$6.64 Million

Previous $6.66 Million 4.55%

% of portfolio

2.1%

Previous 2.28%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$18.41 - $40.87 $3.34 Million - $7.42 Million	181,511 Added 112.15%	343,361 $6.35 Million
Q3 2024 Oct 15, 2024	BUY	$36.98 - $41.55 $342,471 - $384,794	9,261 Added 6.07%	161,850 $6.66 Million
Q2 2024 Aug 13, 2024	BUY	$37.19 - $39.82 $445,982 - $477,521	11,992 Added 8.53%	152,589 $5.86 Million
Q1 2024 Apr 17, 2024	BUY	$35.71 - $39.11 $278,609 - $305,136	7,802 Added 5.88%	140,597 $5.49 Million
Q4 2023 Jan 17, 2024	BUY	$32.37 - $37.01 $439,616 - $502,632	13,581 Added 11.39%	132,795 $14.6 Million
Q3 2023 Oct 17, 2023	BUY	$33.82 - $36.71 $171,940 - $186,633	5,084 Added 4.45%	119,214 $4.05 Million
Q2 2023 Jul 12, 2023	BUY	$34.48 - $36.54 $211,707 - $224,355	6,140 Added 5.69%	114,130 $4.07 Million
Q1 2023 Apr 11, 2023	BUY	$32.42 - $35.44 $107,018 - $116,987	3,301 Added 3.15%	107,990 $3.76 Million
Q4 2022 Jan 10, 2023	BUY	$28.0 - $33.87 $430,584 - $520,852	15,378 Added 17.22%	104,689 $0
Q3 2022 Oct 13, 2022	BUY	$28.01 - $33.61 $1.42 Million - $1.7 Million	50,529 Added 130.29%	89,311 $2.59 Million
Q4 2021 Jan 12, 2022	BUY	$37.77 - $40.6 $24,399 - $26,227	646 Added 1.69%	38,782 $1.52 Million
Q3 2021 Oct 12, 2021	BUY	$38.35 - $40.79 $1.46 Million - $1.56 Million	38,136 New	38,136 $1.48 Million

Others Institutions Holding SCHF

# of Institutions

1,285

Shares Held

834M

Call Options Held

80.7K

Put Options Held

8.3K

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About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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Roberts Wealth Advisors, LLC Schwab Strategic Tr Intl Eqty Transaction History