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14 quarters

Position history for RWA WEALTH PARTNERS, LLCRWA WEALTH PARTNERS, LLC's holdings in SCHWAB STRATEGIC TR

RWA WEALTH PARTNERS, LLC holds 279,549 shares of SCMB (SCHWAB STRATEGIC TR), worth $7.2M as of 2026-Q2. The position was increased (+16.3% shares). SCMB represents 0.1% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$7.2M

Current Shares

279,549

Total Value Change

+$7M

Total Shares Change

+275,279

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
279,549
+16.3%
$7.2M0.1%$25.66
32
2026-Q1
Decreased
240,465
-0.3%
$6.1M0.1%$25.10
0
2025-Q4
Increased
241,215
+21.3%
$6.2M0.1%$25.23
33
2025-Q3
Increased
198,918
+101.3%
$5.1M0.1%$24.79
43
2025-Q2
Decreased
98,812
-28.0%
$2.5M0.0%$24.15
0
2025-Q1
Decreased
137,197
-2.7%
$3.5M0.0%$24.16
0
2024-Q4
Increased
140,946
+102.8%
$3.6M0.0%$24.31
43
2024-Q3
Increased
69,513
+0.9%
$3.7M0.0%$24.60
27
2024-Q2
Increased
68,858
+0.9%
$3.5M0.0%$23.87
27
2024-Q1
Increased
68,258
+4.9%
$3.6M0.0%$23.97
28
2023-Q4
Increased
65,097
+225.7%
$3.4M0.0%$24.09
43
2023-Q3
Increased
19,989
+368.1%
$990,9550.0%$22.45
40
2023-Q2
Unchanged
4,270
0.0%
$221,3180.0%$23.29
0
2023-Q1
New
4,270
-
$223,6070.0%$23.35
32

Other major holders of SCMB: CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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