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 $901,725. This represents 0.96% of its overall portfolio holdings.
Number of Shares
32,216
Previous 27,662
16.46%
Holding current value
$901,725
Previous $2.23 Billion
22.1%
% of portfolio
0.96%
Previous 0.9%
Shares
7 transactions
Others Institutions Holding SCHD
# of Institutions
1,786Shares Held
340MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio