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

Robinson Smith Wealth Advisors LLC

  • $139 Billion
  • Q3 2025

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 24,991 shares of SCHO stock, worth $608,530. This represents 0.44% of its overall portfolio holdings.

Number of Shares
24,991
Previous 135,572 81.57%
Holding current value
$608,530
Previous $3.31 Billion 81.55%
% of portfolio
0.44%
Previous 2.64%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$24.23 - $24.42 $2.68 Million - $2.7 Million
-110,581 Reduced 81.57%
24,991 $610 Million
Q2 2025

Aug 05, 2025
SELL
$24.19 - $24.45 $189,915 - $191,956
-7,851 Reduced 5.47%
135,572 $3.31 Billion
Q1 2025

May 12, 2025
BUY
$24.1 - $24.34 $175,857 - $177,608
7,297 Added 5.36%
143,423 $3.49 Billion
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
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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