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

Robinson Smith Wealth Advisors LLC

  • $118 Billion
  • Q4 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 39,040 shares of SCHX stock, worth $927,200. This represents 0.77% of its overall portfolio holdings.

Number of Shares
39,040
Previous 13,014 199.98%
Holding current value
$927,200
Previous $883 Million 2.49%
% of portfolio
0.77%
Previous 0.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$22.4 - $68.28 $582,982 - $1.78 Million
26,026 Added 199.98%
39,040 $905 Million
Q1 2024

Apr 25, 2024
SELL
$55.41 - $62.08 $115,252 - $129,126
-2,080 Reduced 13.78%
13,014 $808 Million
Q4 2023

Feb 12, 2024
BUY
$48.47 - $56.6 $731,606 - $854,320
15,094 New
15,094 $851 Million

Others Institutions Holding SCHX

# of Institutions
1,465
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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