Ria Advisory Group LLC Schwab Strategic Tr Us Dividen Transaction History

Ria Advisory Group LLC

$283 Billion
Q3 2024

A detailed history of Ria Advisory Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ria Advisory Group LLC holds 32,216 shares of SCHD stock, worth $896,571. This represents 0.96% of its overall portfolio holdings.

Number of Shares

32,216

Previous 27,662 16.46%

Holding current value

$896,571

Previous $2.23 Billion 22.1%

% of portfolio

0.96%

Previous 0.9%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$77.02 - $85.06 $350,749 - $387,363	4,554 Added 16.46%	32,216 $2.72 Billion
Q1 2024 May 03, 2024	BUY	$75.25 - $80.63 $1.66 Million - $1.78 Million	22,077 Added 395.29%	27,662 $2.23 Billion
Q4 2023 Jan 31, 2024	SELL	$66.9 - $76.32 $866,288 - $988,267	-12,949 Reduced 69.87%	5,585 $311 Million
Q3 2023 Nov 14, 2023	SELL	$70.63 - $75.66 $40,753 - $43,655	-577 Reduced 3.02%	18,534 $1.31 Billion
Q2 2023 Jul 25, 2023	SELL	$69.18 - $73.94 $29,055 - $31,054	-420 Reduced 2.15%	19,111 $1.39 Billion
Q1 2023 Apr 25, 2023	BUY	$70.28 - $78.03 $287,234 - $318,908	4,087 Added 26.46%	19,531 $1.43 Billion
Q4 2022 Feb 09, 2023	BUY	$67.16 - $79.06 $1.04 Million - $1.22 Million	15,444 New	15,444 $149 Million

Others Institutions Holding SCHD

# of Institutions

1,822

Shares Held

430M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ria Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ria Advisory Group LLC with notifications on news.

Account

Ria Advisory Group LLC Schwab Strategic Tr Us Dividen Transaction History