Robinson Smith Wealth Advisors LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 7,437 shares of SCHD stock, worth $206,376. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,437
Previous 2,397
210.26%
Holding current value
$206,376
Previous $203 Million
0.27%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,880Shares Held
605MCall Options Held
3.32MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$744 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$602 Million0.22% of portfolio
-
Northwestern Mutual Wealth Management CO18.2MShares$506 Million0.42% of portfolio