Robinson Smith Wealth Advisors LLC Schwab Short Term Us Treasury Transaction History

Robinson Smith Wealth Advisors LLC

$118 Billion
Q4 2024

A detailed history of Robinson Smith Wealth Advisors LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 136,126 shares of SCHO stock, worth $3.3 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares

136,126

Previous 55,462 145.44%

Holding current value

$3.3 Million

Previous $2.72 Billion 20.56%

% of portfolio

2.78%

Previous 2.31%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$24.06 - $48.88 $1.94 Million - $3.94 Million	80,664 Added 145.44%	136,126 $3.28 Billion
Q3 2024 Nov 08, 2024	BUY	$47.93 - $49.06 $904,870 - $926,203	18,879 Added 51.61%	55,462 $2.72 Billion
Q2 2024 Jul 30, 2024	BUY	$47.75 - $48.13 $34,809 - $35,086	729 Added 2.03%	36,583 $1.76 Billion
Q1 2024 Apr 25, 2024	SELL	$48.05 - $48.63 $307,471 - $311,183	-6,399 Reduced 15.14%	35,854 $1.73 Billion
Q4 2023 Feb 12, 2024	BUY	$47.66 - $48.45 $2.01 Million - $2.05 Million	42,253 New	42,253 $2.05 Billion

Others Institutions Holding SCHO

# of Institutions

664

Shares Held

344M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

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.

Account

Robinson Smith Wealth Advisors LLC Schwab Short Term Us Treasury Transaction History