Robinson Smith Wealth Advisors LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 7,437 shares of SCHD stock, worth $206,451. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,437
Previous 2,397
210.26%
Holding current value
$206,451
Previous $203 Million
0.27%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio