ROBINSON SMITH WEALTH ADVISORS LLC SCHV Holdings History
ROBINSON SMITH WEALTH ADVISORS LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-03-31, ROBINSON SMITH WEALTH ADVISORS LLC held 25,450.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $676,460.00. This investment constitutes 0.57% of their stock portfolio, and ROBINSON SMITH WEALTH ADVISORS LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2024Q1. And since then ROBINSON SMITH WEALTH ADVISORS LLC has made 3 purchases of SCHV, at an average price of $31.52, for a total of 25,972.00 shares. In addition, there have been 1 sales at an average price of $27.00 for 522.00 shares. Based on historical transaction data and SCHV's current price of $28.40, ROBINSON SMITH WEALTH ADVISORS LLC's estimated gain on his SCHV holdings is $-81,652.50, reflecting a -9.98% gain to date.
ROBINSON SMITH WEALTH ADVISORS LLC SCHV ($28.40) Holding Chart
ROBINSON SMITH WEALTH ADVISORS LLC SCHV ($28.40) 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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