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 $2.25 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
27,662
Previous 5,585
395.29%
Holding current value
$2.25 Million
Previous $311 Million
617.41%
% of portfolio
0.9%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$880 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$789 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$743 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$726 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$631 Million5.64% of portfolio