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

Robinson Smith Wealth Advisors LLC

  • $118 Billion
  • Q4 2024

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 1,040,141 shares of SCHB stock, worth $24.3 Million. This represents 20.02% of its overall portfolio holdings.

Number of Shares
1,040,141
Previous 329,985 215.21%
Holding current value
$24.3 Million
Previous $22 Billion 7.56%
% of portfolio
20.02%
Previous 18.66%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,224
Shares Held
325M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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