Robinson Smith Wealth Advisors LLC Schwab Short Term Us Treasury Transaction History

Robinson Smith Wealth Advisors LLC

$119 Billion
Q1 2025

A detailed history of Robinson Smith Wealth Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 143,423 shares of SCHO stock, worth $3.48 Million. This represents 2.92% of its overall portfolio holdings.

Number of Shares

143,423

Previous 136,126 5.36%

Holding current value

$3.48 Million

Previous $3.28 Billion 6.59%

% of portfolio

2.92%

Previous 2.78%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$24.1 - $24.34 $175,857 - $177,608	7,297 Added 5.36%	143,423 $3.49 Billion
Q4 2024 Feb 10, 2025	BUY	$24.06 - $48.88 $1.94 Million - $3.94 Million	80,664 Added 145.44%	136,126 $3.28 Billion
Q3 2024 Nov 08, 2024	BUY	$47.93 - $49.06 $904,870 - $926,203	18,879 Added 51.61%	55,462 $2.72 Billion
Q2 2024 Jul 30, 2024	BUY	$47.75 - $48.13 $34,809 - $35,086	729 Added 2.03%	36,583 $1.76 Billion
Q1 2024 Apr 25, 2024	SELL	$48.05 - $48.63 $307,471 - $311,183	-6,399 Reduced 15.14%	35,854 $1.73 Billion
Q4 2023 Feb 12, 2024	BUY	$47.66 - $48.45 $2.01 Million - $2.05 Million	42,253 New	42,253 $2.05 Billion

Others Institutions Holding SCHO

# of Institutions

691

Shares Held

306M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

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Robinson Smith Wealth Advisors LLC Schwab Short Term Us Treasury Transaction History