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

Robinson Smith Wealth Advisors LLC

  • $114 Billion
  • Q2 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 319,456 shares of SCHB stock, worth $20.8 Million. This represents 17.68% of its overall portfolio holdings.

Number of Shares
319,456
Previous 299,731 6.58%
Holding current value
$20.8 Million
Previous $18.3 Billion 9.76%
% of portfolio
17.68%
Previous 17.58%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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