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ROBINSON SMITH WEALTH ADVISORS LLC: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROBINSON SMITH WEALTH ADVISORS LLC on SCHO, newest first. How the timeline and the estimate are built.

ROBINSON SMITH WEALTH ADVISORS LLC held 10,580 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,580 shares
    Change vs previous 13F -1,283 shares

    0.15% of the 13F portfolio, value $255,406.

    13F-HR 0001941040-26-000485 filed by ROBINSON SMITH WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,863 shares
    Change vs previous 13F -5,231 shares

    0.19% of the 13F portfolio, value $287,907.

    13F-HR 0001941040-26-000286 filed by ROBINSON SMITH WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,094 shares
    Change vs previous 13F -7,897 shares

    0.28% of the 13F portfolio, value $416,578.

    13F-HR 0001941040-26-000078 filed by ROBINSON SMITH WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,991 shares
    Change vs previous 13F -110,581 shares

    0.44% of the 13F portfolio, value $609,792.

    13F-HR 0001941040-25-000587 filed by ROBINSON SMITH WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 135,572 shares
    Change vs previous 13F -7,851 shares

    2.64% of the 13F portfolio, value $3,305,236.

    13F-HR 0001941040-25-000426 filed by ROBINSON SMITH WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 143,423 shares
    Change vs previous 13F +7,297 shares

    2.92% of the 13F portfolio, value $3,490,923.

    13F-HR/A 0001941040-25-000282 filed by ROBINSON SMITH WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 136,126 shares
    Change vs previous 13F +80,664 shares

    2.78% of the 13F portfolio, value $3,275,197.

    13F-HR 0001941040-25-000105 filed by ROBINSON SMITH WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 55,462 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $2,716,541.

    13F-HR 0001941040-24-000492 filed by ROBINSON SMITH WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).