Robinson Smith Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Robinson Smith Wealth Advisors LLC
- $139 Billion
- Q3 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 39,698 shares of SCHX stock, worth $1.05 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
39,698
Previous 40,792
2.68%
Holding current value
$1.05 Million
Previous $997 Million
4.88%
% of portfolio
0.75%
Previous 0.8%
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,631Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio