Robinson Smith Wealth Advisors LLC Schwab Strategic Tr Us Broad M Transaction History

Robinson Smith Wealth Advisors LLC

  • $118 Billion
  • Q3 2024

A detailed history of Robinson Smith Wealth Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 329,985 shares of SCHB stock, worth $7.54 Million. This represents 18.66% of its overall portfolio holdings.

Number of Shares
329,985
Previous 319,456 3.3%
Holding current value
$7.54 Million
Previous $20.1 Billion 9.29%
% of portfolio
18.66%
Previous 17.68%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$59.93 - $66.52 $631,002 - $700,389
10,529 Added 3.3%
329,985 $22 Billion
Q2 2024

Jul 30, 2024
BUY
$57.57 - $63.3 $1.14 Million - $1.25 Million
19,725 Added 6.58%
319,456 $20.1 Billion
Q1 2024

Apr 25, 2024
BUY
$54.61 - $61.05 $192,281 - $214,957
3,521 Added 1.19%
299,731 $18.3 Billion
Q4 2023

Feb 12, 2024
BUY
$47.61 - $55.91 $14.1 Million - $16.6 Million
296,210 New
296,210 $16.5 Billion

Others Institutions Holding SCHB

# of Institutions
1,184
Shares Held
169M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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