Robinson Smith Wealth Advisors LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 7,603 shares of SCHD stock, worth $198,970. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,603
Previous 7,437
2.23%
Holding current value
$198,970
Previous $203 Million
4.63%
% of portfolio
0.18%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,995Shares Held
887MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio