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Roberts Wealth Advisors, LLC: SCHF position timeline

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

Roberts Wealth Advisors, LLC held 488,237 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 488,237 shares
    Change vs previous 13F +9,680 shares

    3.07% of the 13F portfolio, value $13,524,180.

    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).

  2. period ended2026-03-31
    13F 478,557 shares
    Change vs previous 13F +34,504 shares

    3.01% of the 13F portfolio, value $11,844,280.

    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).

  3. period ended2025-12-31
    13F 444,053 shares
    Change vs previous 13F +40,802 shares

    2.79% of the 13F portfolio, value $10,675,029.

    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).

  4. period ended2025-09-30
    13F 403,251 shares
    Change vs previous 13F +7,370 shares

    2.5% of the 13F portfolio, value $9,387,700.

    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).

  5. period ended2025-06-30
    13F 395,881 shares
    Change vs previous 13F +33,675 shares

    2.51% of the 13F portfolio, value $8,748,981.

    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).

  6. period ended2025-03-31
    13F 362,206 shares
    Change vs previous 13F +18,845 shares

    2.21% of the 13F portfolio, value $7,164,431.

    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).

  7. period ended2024-12-31
    13F 343,361 shares
    Change vs previous 13F +181,511 shares

    1.95% of the 13F portfolio, value $6,403,680.

    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).

  8. period ended2024-09-30
    13F 161,850 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $6,533,880.

    13F-HR 0001754960-24-000496 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).