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 $189,197. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,437
Previous 2,397 210.26%
Holding current value
$189,197
Previous $203 Million 0.27%
% of portfolio
0.17%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$26.93 - $84.95 $135,727 - $428,148
5,040 Added 210.26%
7,437 $203 Million
Q3 2024

Nov 08, 2024
BUY
$77.02 - $85.06 $184,616 - $203,888
2,397 New
2,397 $203 Million

Others Institutions Holding SCHD

# of Institutions
1,965
Shares Held
851M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Robinson Smith Wealth Advisors LLC Portfolio

Follow Robinson Smith Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robinson Smith Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robinson Smith Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email