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

Robinson Smith Wealth Advisors LLC

$118 Billion
Q3 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 55,462 shares of SCHO stock, worth $1.34 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares

55,462

Previous 36,583 51.61%

Holding current value

$1.34 Million

Previous $1.76 Billion 54.28%

% of portfolio

2.31%

Previous 1.55%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$47.93 - $49.06 $904,870 - $926,203	18,879 Added 51.61%	55,462 $2.72 Billion
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

622

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

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