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 $1.79 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
36,583
Previous 35,854
2.03%
Holding current value
$1.79 Million
Previous $1.73 Billion
1.87%
% of portfolio
1.55%
Previous 1.66%
Shares
3 transactions
Others Institutions Holding SCHO
# of Institutions
607Shares Held
168MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$3.69 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$521 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY9.08MShares$445 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.6MShares$372 Million0.53% of portfolio
-
Envestnet Asset Management Inc3.19MShares$156 Million0.05% of portfolio