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

Robinson Smith Wealth Advisors LLC

$119 Billion
Q1 2025

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 1,060,433 shares of SCHB stock, worth $24.1 Million. This represents 19.11% of its overall portfolio holdings.

Number of Shares

1,060,433

Previous 1,040,141 1.95%

Holding current value

$24.1 Million

Previous $23.6 Billion 3.3%

% of portfolio

19.11%

Previous 20.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$21.23 - $23.75 $430,799 - $481,935	20,292 Added 1.95%	1,060,433 $22.8 Billion
Q4 2024 Feb 10, 2025	BUY	$22.01 - $66.82 $15.6 Million - $47.5 Million	710,156 Added 215.21%	1,040,141 $23.6 Billion
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

1,291

Shares Held

488M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

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.

Account

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