SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q3 2025
Shares 9,666 Value ($000) $236 Avg Close — Range —
Q2 2025
Shares 13,540 Value ($000) $330 Avg Close — Range —
Q1 2025
Shares 16,949 Value ($000) $413 Avg Close — Range —
Q4 2024
Shares 17,513 Value ($000) $423 Avg Close — Range —
Q3 2024
Shares 13,778 Value ($000) $669 Avg Close — Range —
Q2 2024
Shares 14,173 Value ($000) $682 Avg Close — Range —
Q1 2024
Shares 14,958 Value ($000) $716 Avg Close — Range —
Q4 2023
Shares 15,038 Value ($000) $2 Avg Close — Range —
Q3 2023
Shares 15,038 Value ($000) $719 Avg Close — Range —
Q2 2023
Shares 14,671 Value ($000) $705 Avg Close — Range —
Q1 2023
Shares 14,935 Value ($000) $729 Avg Close — Range —
Q4 2022
Shares 14,954 Value ($000) $722 Avg Close — Range —
Q3 2022
Shares 28,498 Value ($000) $1,373 Avg Close — Range —
Q2 2022
Shares 30,224 Value ($000) $1,483 Avg Close — Range —
Q1 2022
Shares 30,649 Value ($000) $1,514 Avg Close — Range —
Q4 2021
Shares 53,584 Value ($000) $2,722 Avg Close — Range —
Q3 2021
Shares 46,494 Value ($000) $2,380 Avg Close — Range —