Charles Schwab
RBT

Charles Schwab’s Rubicon Technologies, Inc. RBT Stock Holding History

Charles Schwab’s Portfolio RBT Stock Details RBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-93,952
Closed -$37.9K – 3733
2024
Q1 		$37.9K Buy
93,952
+3,055
+3% +$3.02K ﹤0.01% 3389
2023
Q4 		$168K Buy
90,897
+1,822
+2% +$3.58K ﹤0.01% 3294
2023
Q3 		$185K Buy
89,075
+64,573
+264% +$303K ﹤0.01% 3300
2023
Q2 		$72.5K Buy
24,502
+11,459
+88% +$42.6K ﹤0.01% 3375
2023
Q1 		$68.5K Buy
13,043
+3,585
+38% +$37.1K ﹤0.01% 3300
2022
Q4 		$135K Buy
+9,458
New +$149K ﹤0.01% 3232

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BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return