Robinson Smith Wealth Advisors LLC Schwab Short Term Us Treasury Transaction History

Robinson Smith Wealth Advisors LLC

  • $114 Billion
  • Q2 2024

A detailed history of Robinson Smith Wealth Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 36,583 shares of SCHO stock, worth $883,113. This represents 1.55% of its overall portfolio holdings.

Number of Shares
36,583
Previous 35,854 2.03%
Holding current value
$883,113
Previous $1.73 Billion 1.87%
% of portfolio
1.55%
Previous 1.66%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$47.75 - $48.13 $34,809 - $35,086
729 Added 2.03%
36,583 $1.76 Billion
Q1 2024

Apr 25, 2024
SELL
$48.05 - $48.63 $307,471 - $311,183
-6,399 Reduced 15.14%
35,854 $1.73 Billion
Q4 2023

Feb 12, 2024
BUY
$47.66 - $48.45 $2.01 Million - $2.05 Million
42,253 New
42,253 $2.05 Billion

Others Institutions Holding SCHO

# of Institutions
617
Shares Held
170M
Call Options Held
42K
Put Options Held
33.9K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Robinson Smith Wealth Advisors LLC Portfolio

Follow Robinson Smith Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robinson Smith Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robinson Smith Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email