Robinson Smith Wealth Advisors LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 7,992 shares of SCHV stock, worth $215,144. This represents 0.18% of its overall portfolio holdings.
Number of Shares
7,992
Previous 2,838
181.61%
Holding current value
$215,144
Previous $228 Million
8.65%
% of portfolio
0.18%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding SCHV
# of Institutions
884Shares Held
322MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.49 Billion3.05% of portfolio
-
Sei Investments CO Oaks, PA38.9MShares$1.05 Billion1.35% of portfolio
-
Mather Group, Llc. Chicago, IL32MShares$860 Million10.86% of portfolio
-
Envestnet Asset Management Inc15.9MShares$429 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$272 Million0.66% of portfolio