Robinson Smith Wealth Advisors LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 17,068 shares of SCHG stock, worth $1.74 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
17,068
Previous 17,253
1.07%
Holding current value
$1.74 Million
Previous $1.6 Billion
7.59%
% of portfolio
1.52%
Previous 1.54%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,256Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.08 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.02 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$927 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$924 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$457 Million14.61% of portfolio