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

Robinson Smith Wealth Advisors LLC

$125 Billion
Q2 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 999,947 shares of SCHB stock, worth $24.4 Million. This represents 19.04% of its overall portfolio holdings.

Number of Shares

999,947

Previous 1,060,433 5.7%

Holding current value

$24.4 Million

Previous $22.8 Billion 4.37%

% of portfolio

19.04%

Previous 19.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$19.1 - $23.83 $1.16 Million - $1.44 Million	-60,486 Reduced 5.7%	999,947 $23.8 Billion
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

1,341

Shares Held

495M

Call Options Held

350K

Put Options Held

28.3K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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