Robinson Smith Wealth Advisors LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 2,397 shares of SCHD stock, worth $67,331. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,397Holding current value
$67,331% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,794Shares Held
371MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
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Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
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Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
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Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio