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Roberts Wealth Advisors, LLC: SCHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Roberts Wealth Advisors, LLC on SCHE, newest first. How the timeline and the estimate are built.

Roberts Wealth Advisors, LLC held 67,434 SCHE shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 67,434 shares
    Change vs previous 13F -667 shares

    0.55% of the 13F portfolio, value $2,457,984.

    13F-HR 0001754960-26-000879 filed by Roberts Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 68,101 shares
    Change vs previous 13F -954 shares

    0.56% of the 13F portfolio, value $2,469,360.

    13F-HR 0001754960-26-000669 filed by Roberts Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 69,055 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $2,275,375.

    13F-HR 0001754960-26-000208 filed by Roberts Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 69,055 shares
    Change vs previous 13F -1,181 shares

    0.59% of the 13F portfolio, value $2,261,564.

    13F-HR 0001754960-26-000034 filed by Roberts Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 70,236 shares
    Change vs previous 13F -1,714 shares

    0.62% of the 13F portfolio, value $2,343,780.

    13F-HR 0001754960-25-000696 filed by Roberts Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 71,950 shares
    Change vs previous 13F -1,123 shares

    0.62% of the 13F portfolio, value $2,168,574.

    13F-HR 0001754960-25-000464 filed by Roberts Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 73,073 shares
    Change vs previous 13F -246 shares

    0.62% of the 13F portfolio, value $2,014,623.

    13F-HR 0001754960-25-000223 filed by Roberts Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 73,319 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,932,690.

    13F-HR 0001754960-25-000044 filed by Roberts Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).