ROBINSON SMITH WEALTH ADVISORS LLC SCHO Holdings History
ROBINSON SMITH WEALTH ADVISORS LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, ROBINSON SMITH WEALTH ADVISORS LLC held 143,423.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $3.49 Mil. This investment constitutes 2.92% of their stock portfolio, and ROBINSON SMITH WEALTH ADVISORS LLC now holds 0.03% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2023Q4. And since then ROBINSON SMITH WEALTH ADVISORS LLC has made 4 purchases of SCHO, at an average price of $31.09, for a total of 149,822.00 shares. In addition, there have been 1 sales at an average price of $48.29 for 6,399.00 shares. Based on historical transaction data and SCHO's current price of $24.29, ROBINSON SMITH WEALTH ADVISORS LLC's estimated gain on his SCHO holdings is $-863,884.23, reflecting a -18.55% gain to date.
ROBINSON SMITH WEALTH ADVISORS LLC SCHO ($24.29) Holding Chart
ROBINSON SMITH WEALTH ADVISORS LLC SCHO ($24.29) 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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