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

Robinson Smith Wealth Advisors LLC

  • $118 Billion
  • Q3 2024

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 55,462 shares of SCHO stock, worth $1.34 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares
55,462
Previous 36,583 51.61%
Holding current value
$1.34 Million
Previous $1.76 Billion 54.28%
% of portfolio
2.31%
Previous 1.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

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