SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

Roberts Wealth Advisors, LLC's Holding History (CIK: 0001885319)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 444,053 Value ($000) $10,675 Avg Close — Range —
Q3 2025
Shares 403,251 Value ($000) $9,388 Avg Close — Range —
Q2 2025
Shares 395,881 Value ($000) $8,749 Avg Close — Range —
Q1 2025
Shares 362,206 Value ($000) $7,164 Avg Close — Range —
Q4 2024
Shares 343,361 Value ($000) $6,404 Avg Close — Range —
Q3 2024
Shares 161,850 Value ($000) $6,534 Avg Close — Range —
Q2 2024
Shares 152,589 Value ($000) $5,943 Avg Close — Range —
Q1 2024
Shares 140,597 Value ($000) $5,289 Avg Close — Range —
Q4 2023
Shares 132,795 Value ($000) $15 Avg Close — Range —
Q3 2023
Shares 119,214 Value ($000) $4,050 Avg Close — Range —
Q2 2023
Shares 114,130 Value ($000) $4,069 Avg Close — Range —
Q1 2023
Shares 107,990 Value ($000) $3,792 Avg Close — Range —
Q4 2022
Shares 104,689 Value ($000) $3,394 Avg Close — Range —
Q3 2022
Shares 89,311 Value ($000) $2,592 Avg Close — Range —
Q2 2022
Shares 38,782 Value ($000) $1,218 Avg Close — Range —
Q1 2022
Shares 38,782 Value ($000) $1,436 Avg Close — Range —
Q4 2021
Shares 38,782 Value ($000) $1,517 Avg Close — Range —
Q3 2021
Shares 38,136 Value ($000) $1,476 Avg Close — Range —