Robinson Smith Wealth Advisors LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 7,606 shares of SCHD stock, worth $207,187. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,606
Previous 7,605
0.01%
Holding current value
$207,187
Previous $202 Million
3.04%
% of portfolio
0.15%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
2,056Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio