Ria Advisory Group LLC Schwab Strategic Tr Us Dividen Transaction History
Ria Advisory Group LLC
- $247 Billion
- Q1 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 27,662 shares of SCHD stock, worth $2.29 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
27,662
Previous 5,585
395.29%
Holding current value
$2.29 Million
Previous $311 Million
617.41%
% of portfolio
0.9%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio