Robinson Smith Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Robinson Smith Wealth Advisors LLC
- $125 Billion
- Q2 2025
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 40,792 shares of SCHX stock, worth $1.06 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
40,792
Previous 39,040
4.49%
Holding current value
$1.06 Million
Previous $862 Million
15.66%
% of portfolio
0.8%
Previous 0.72%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,567Shares Held
1.13BCall Options Held
68.6KPut Options Held
200-
Us Bancorp \De\206MShares$5.38 Billion6.45% of portfolio
-
Creative Planning Overland Park, KS81.6MShares$2.13 Billion1.72% of portfolio
-
Sei Investments CO Oaks, PA36MShares$937 Million1.06% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA33.5MShares$873 Million29.75% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO33MShares$859 Million9.79% of portfolio