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 39,040 shares of SCHX stock, worth $887,769. This represents 0.77% of its overall portfolio holdings.

Number of Shares
39,040
Previous 13,014 199.98%
Holding current value
$887,769
Previous $883 Million 2.49%
% of portfolio
0.77%
Previous 0.75%

Shares

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

Feb 10, 2025
BUY
$22.4 - $68.28 $582,982 - $1.78 Million
26,026 Added 199.98%
39,040 $905 Million
Q1 2024

Apr 25, 2024
SELL
$55.41 - $62.08 $115,252 - $129,126
-2,080 Reduced 13.78%
13,014 $808 Million
Q4 2023

Feb 12, 2024
BUY
$48.47 - $56.6 $731,606 - $854,320
15,094 New
15,094 $851 Million

Others Institutions Holding SCHX

# of Institutions
1,475
Shares Held
1.07B
Call Options Held
71.4K
Put Options Held
4.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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