Robinson Smith Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Robinson Smith Wealth Advisors LLC

  • $118 Billion
  • Q3 2024

A detailed history of Robinson Smith Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 19,851 shares of SCHG stock, worth $573,296. This represents 1.76% of its overall portfolio holdings.

Number of Shares
19,851
Previous 17,068 16.31%
Holding current value
$573,296
Previous $1.72 Billion 20.16%
% of portfolio
1.76%
Previous 1.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$92.63 - $105.69 $257,789 - $294,135
2,783 Added 16.31%
19,851 $2.07 Billion
Q2 2024

Jul 30, 2024
SELL
$87.04 - $101.61 $16,102 - $18,797
-185 Reduced 1.07%
17,068 $1.72 Billion
Q1 2024

Apr 25, 2024
BUY
$80.6 - $93.32 $2,176 - $2,519
27 Added 0.16%
17,253 $1.6 Billion
Q4 2023

Feb 12, 2024
BUY
$70.08 - $83.37 $1.21 Million - $1.44 Million
17,226 New
17,226 $1.43 Billion

Others Institutions Holding SCHG

# of Institutions
1,339
Shares Held
1.8B
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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