Ria Advisory Group LLC Schwab Strategic Tr Us Broad M Transaction History

Ria Advisory Group LLC

$340 Billion
Q2 2025

A detailed history of Ria Advisory Group LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ria Advisory Group LLC holds 21,723 shares of SCHB stock, worth $560,887. This represents 0.15% of its overall portfolio holdings.

Number of Shares

21,723

Previous 23,844 8.9%

Holding current value

$560,887

Previous $513 Million 0.84%

% of portfolio

0.15%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$19.1 - $23.83 $40,511 - $50,543	-2,121 Reduced 8.9%	21,723 $518 Million
Q1 2025 May 12, 2025	BUY	$21.23 - $23.75 $4,543 - $5,082	214 Added 0.91%	23,844 $513 Million
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $332,439 - $1.01 Million	15,104 Added 177.15%	23,630 $536 Million
Q3 2024 Nov 06, 2024	BUY	$59.93 - $66.52 $25,350 - $28,137	423 Added 5.22%	8,526 $567 Million
Q1 2024 May 03, 2024	BUY	$54.61 - $61.05 $442,504 - $494,688	8,103 New	8,103 $495 Million

Q3 2023 Nov 14, 2023	BUY	$49.59 - $53.57 $28,712 - $31,017	579 Added 11.34%	5,687 $284 Million
Q1 2023 Apr 25, 2023	BUY	$44.47 - $49.23 $227,152 - $251,466	5,108 New	5,108 $244 Million

Others Institutions Holding SCHB

# of Institutions

1,378

Shares Held

501M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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Ria Advisory Group LLC Schwab Strategic Tr Us Broad M Transaction History