ROBINSON SMITH WEALTH ADVISORS LLC SCHB Holdings History
ROBINSON SMITH WEALTH ADVISORS LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, ROBINSON SMITH WEALTH ADVISORS LLC held 1.06 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $22.83 Mil. This investment constitutes 19.11% of their stock portfolio, and ROBINSON SMITH WEALTH ADVISORS LLC now holds 0.07% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2023Q4. And since then ROBINSON SMITH WEALTH ADVISORS LLC has made 5 purchases of SCHB, at an average price of $30.81, for a total of 1.06 Mil shares. Based on historical transaction data and SCHB's current price of $24.48, ROBINSON SMITH WEALTH ADVISORS LLC's estimated gain on his SCHB holdings is $-6.71 Mil, reflecting a -20.55% gain to date.
ROBINSON SMITH WEALTH ADVISORS LLC SCHB ($24.48) Holding Chart
ROBINSON SMITH WEALTH ADVISORS LLC SCHB ($24.48) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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