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 $777,578. This represents 0.9% of its overall portfolio holdings.

Number of Shares
27,662
Previous 5,585 395.29%
Holding current value
$777,578
Previous $311 Million 617.41%
% of portfolio
0.9%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$75.25 - $80.63 $1.66 Million - $1.78 Million
22,077 Added 395.29%
27,662 $2.23 Billion
Q4 2023

Jan 31, 2024
SELL
$66.9 - $76.32 $866,288 - $988,267
-12,949 Reduced 69.87%
5,585 $311 Million
Q3 2023

Nov 14, 2023
SELL
$70.63 - $75.66 $40,753 - $43,655
-577 Reduced 3.02%
18,534 $1.31 Billion
Q2 2023

Jul 25, 2023
SELL
$69.18 - $73.94 $29,055 - $31,054
-420 Reduced 2.15%
19,111 $1.39 Billion
Q1 2023

Apr 25, 2023
BUY
$70.28 - $78.03 $287,234 - $318,908
4,087 Added 26.46%
19,531 $1.43 Billion
Q4 2022

Feb 09, 2023
BUY
$67.16 - $79.06 $1.04 Million - $1.22 Million
15,444 New
15,444 $149 Million

Others Institutions Holding SCHD

# of Institutions
1,706
Shares Held
278M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Ria Advisory Group LLC Portfolio

Follow Ria Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ria Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ria Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email