Robertson Stephens Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 34,240 shares of SCHA stock, worth $917,289. This represents 0.03% of its overall portfolio holdings.

Number of Shares
34,240
Previous 17,034 101.01%
Holding current value
$917,289
Previous $877,000 0.91%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 27, 2025
BUY
$25.33 - $51.16 $435,827 - $880,258
17,206 Added 101.01%
34,240 $885,000
Q3 2024

Nov 12, 2024
SELL
$46.9 - $51.96 $32,501 - $36,008
-693 Reduced 3.91%
17,034 $877,000
Q2 2024

Aug 13, 2024
SELL
$45.24 - $49.04 $1.93 Million - $2.09 Million
-42,707 Reduced 70.67%
17,727 $841,000
Q1 2024

May 15, 2024
BUY
$44.84 - $49.24 $15,290 - $16,790
341 Added 0.57%
60,434 $2.98 Million
Q4 2023

Feb 06, 2024
BUY
$38.13 - $48.02 $2.29 Million - $2.89 Million
60,093 New
60,093 $2.84 Million
Q1 2023

May 11, 2023
SELL
$39.82 - $46.36 $9,437 - $10,987
-237 Reduced 3.19%
7,204 $302,000
Q4 2022

Feb 14, 2023
SELL
$38.25 - $43.54 $1.28 Million - $1.46 Million
-33,570 Reduced 81.86%
7,441 $301,000
Q3 2022

Nov 14, 2022
BUY
$37.65 - $45.9 $946,257 - $1.15 Million
25,133 Added 158.29%
41,011 $1.55 Million
Q2 2022

Aug 12, 2022
SELL
$37.88 - $48.01 $36,364 - $46,089
-960 Reduced 5.7%
15,878 $619,000
Q1 2022

May 16, 2022
BUY
$44.42 - $51.73 $747,943 - $871,029
16,838 New
16,838 $797,000

Others Institutions Holding SCHA

# of Institutions
1,237
Shares Held
271M
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
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email