Ria Advisory Group LLC Schwab Strategic Tr Us Broad M Transaction History
Ria Advisory Group LLC
- $307 Billion
- Q1 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 23,844 shares of SCHB stock, worth $541,974. This represents 0.17% of its overall portfolio holdings.
Number of Shares
23,844
Previous 23,630
0.91%
Holding current value
$541,974
Previous $536 Million
4.29%
% of portfolio
0.17%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,291Shares Held
488MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.33 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$392 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$272 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$271 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$205 Million13.03% of portfolio