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 75,140 shares of SCHG stock, worth $2.42 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

75,140

Previous 75,913 1.02%

Holding current value

$2.42 Million

Previous $2.22 Billion 8.13%

% of portfolio

1.72%

Previous 1.77%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$28.92 - $32.19 $22,355 - $24,882	-773 Reduced 1.02%	75,140 $2.4 Billion
Q2 2025 Aug 05, 2025	SELL	$22.27 - $29.21 $102,865 - $134,920	-4,619 Reduced 5.74%	75,913 $2.22 Billion
Q1 2025 May 12, 2025	SELL	$24.91 - $29.02 $57,168 - $66,600	-2,295 Reduced 2.77%	80,532 $2.02 Billion
Q4 2024 Feb 10, 2025	BUY	$25.93 - $105.3 $1.63 Million - $6.63 Million	62,976 Added 317.24%	82,827 $2.31 Billion
Q3 2024 Nov 08, 2024	BUY	$92.63 - $105.69 $257,789 - $294,135	2,783 Added 16.31%	19,851 $2.07 Billion

Q2 2024 Jul 30, 2024	SELL	$87.04 - $101.61 $16,102 - $18,797	-185 Reduced 1.07%	17,068 $1.72 Billion
Q1 2024 Apr 25, 2024	BUY	$80.6 - $93.32 $2,176 - $2,519	27 Added 0.16%	17,253 $1.6 Billion
Q4 2023 Feb 12, 2024	BUY	$70.08 - $83.37 $1.21 Million - $1.44 Million	17,226 New	17,226 $1.43 Billion

Others Institutions Holding SCHG

# of Institutions

1,682

Shares Held

854M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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