Roberts Wealth Advisors, LLC's ownership history for SCHW

Roberts Wealth Advisors, LLC currently holds 23.0K shares with a market value of $2.3M. It started holding SCHW on 2024-09-30. At its peak, it held 23.4K shares on 2024-12-31. Its highest holding value was $2.3M on 2025-12-31. At its lowest, it held 22.9K shares on 2025-09-30, with a value of $1.5M on 2024-09-30. In the recent 180 days, Roberts Wealth Advisors, LLC has decreased its shares by 387. In the recent year, Roberts Wealth Advisors, LLC has decreased its shares by 398.