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
Others Institutions Holding SCHO
# of Institutions
621Shares Held
184MCall Options Held
74.3KPut Options Held
30.8K-
Bank Of America Corp Charlotte, NC78.2MShares$1.89 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.2MShares$295 Million0.16% of portfolio
-
Jpmorgan Chase & CO New York, NY8.71MShares$211 Million0.04% of portfolio
-
Jane Street Group, LLC New York, NY8.65MShares$209 Million0.1% of portfolio
-
Sei Investments CO Oaks, PA7.75MShares$187 Million0.51% of portfolio