Resources Investment Advisors, Llc. Schwab Strategic Tr Us Small C Transaction History

Resources Investment Advisors, Llc.

$8.01 Billion
Q1 2025

A detailed history of Resources Investment Advisors, Llc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 438,332 shares of SCHA stock, worth $11.3 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

438,332

Previous 572,459 23.43%

Holding current value

$11.3 Million

Previous $14.8 Million 30.62%

% of portfolio

0.13%

Previous 0.18%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$23.16 - $27.04 $3.11 Million - $3.63 Million	-134,127 Reduced 23.43%	438,332 $10.3 Million
Q4 2024 Feb 13, 2025	BUY	$25.33 - $51.16 $7.36 Million - $14.9 Million	290,601 Added 103.1%	572,459 $14.8 Million
Q3 2024 Nov 06, 2024	SELL	$46.9 - $51.96 $147,547 - $163,466	-3,146 Reduced 1.1%	281,858 $14.5 Million
Q2 2024 Aug 02, 2024	BUY	$45.24 - $49.04 $148,161 - $160,606	3,275 Added 1.16%	285,004 $13.5 Million
Q1 2024 May 10, 2024	SELL	$44.84 - $49.24 $126,134 - $138,512	-2,813 Reduced 0.99%	281,729 $13.9 Million
Q4 2023 Feb 13, 2024	SELL	$38.13 - $48.02 $899,639 - $1.13 Million	-23,594 Reduced 7.66%	284,542 $13.4 Million
Q3 2023 Nov 14, 2023	SELL	$40.85 - $46.1 $263,686 - $297,575	-6,455 Reduced 2.05%	308,136 $12.8 Million
Q2 2023 Aug 07, 2023	SELL	$39.91 - $43.82 $400,656 - $439,908	-10,039 Reduced 3.09%	314,591 $13.8 Million
Q1 2023 May 10, 2023	SELL	$39.82 - $46.36 $125,632 - $146,265	-3,155 Reduced 0.96%	324,630 $13.6 Million
Q4 2022 Feb 02, 2023	SELL	$38.25 - $43.54 $973,883 - $1.11 Million	-25,461 Reduced 7.21%	327,785 $13.3 Million
Q3 2022 Nov 08, 2022	BUY	$37.65 - $45.9 $162,346 - $197,920	4,312 Added 1.24%	353,246 $13.4 Million
Q2 2022 Aug 08, 2022	SELL	$37.88 - $48.01 $280,918 - $356,042	-7,416 Reduced 2.08%	348,934 $13.6 Million
Q1 2022 May 05, 2022	BUY	$44.42 - $51.73 $7.58 Million - $8.83 Million	170,680 Added 91.93%	356,350 $16.9 Million
Q4 2021 Feb 23, 2022	SELL	$48.64 - $55.07 $250,836 - $283,995	-5,157 Reduced 2.7%	185,670 $19 Million
Q3 2021 Nov 05, 2021	SELL	$48.3 - $52.49 $161,418 - $175,421	-3,342 Reduced 1.72%	190,827 $0
Q2 2021 Aug 09, 2021	SELL	$48.39 - $52.91 $147,637 - $161,428	-3,051 Reduced 1.55%	194,169 $0
Q1 2021 May 10, 2021	SELL	$43.89 - $52.63 $43,977 - $52,735	-1,002 Reduced 0.51%	197,220 $0
Q4 2020 Feb 08, 2021	SELL	$34.66 - $45.17 $320,154 - $417,235	-9,237 Reduced 4.45%	198,222 $0
Q3 2020 Oct 09, 2020	SELL	$32.09 - $36.38 $61,773 - $70,031	-1,925 Reduced 0.92%	207,459 $0
Q2 2020 Aug 14, 2020	BUY	$23.59 - $35.22 $117,454 - $175,360	4,979 Added 2.44%	209,384 $0
Q1 2020 May 14, 2020	BUY	$22.29 - $38.7 $2.25 Million - $3.91 Million	100,951 Added 97.58%	204,405 $0
Q4 2019 Feb 07, 2020	BUY	$33.63 - $38.03 $24,549 - $27,761	730 Added 0.71%	103,454 $0
Q3 2019 Nov 08, 2019	SELL	$34.78 - $36.12 $1.11 Million - $1.16 Million	-32,026 Reduced 23.77%	102,724 $0
Q2 2019 Aug 12, 2019	BUY	N/A	58,153 Added 75.92%	134,750 $0
Q1 2019 May 10, 2019	BUY	N/A	24,757 Added 47.76%	76,597 $0
Q4 2018 Feb 12, 2019	SELL	N/A	-6,276 Reduced 10.8%	51,840 $3.15 Million
Q3 2018 Nov 07, 2018	BUY	N/A	5,081 Added 9.58%	58,116 $4.43 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-5,519 Reduced 9.43%	53,035 $4.28 Million
Q1 2018 May 14, 2018	BUY	N/A	8,865 Added 17.84%	58,554 $4.03 Million
Q4 2017 Jan 31, 2018	BUY	N/A	7,716 Added 18.38%	49,689 $3.47 Million
Q3 2017 Nov 13, 2017	BUY	N/A	346 Added 0.83%	41,973 $2.83 Million
Q2 2017 Aug 14, 2017	BUY	N/A	41,627	41,627 $2.66 Million

Others Institutions Holding SCHA

# of Institutions

1,274

Shares Held

250M

Call Options Held

58.5K

Put Options Held

4.8K

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About SCHWAB STRATEGIC TR US SMALL-C

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Resources Investment Advisors, Llc. Schwab Strategic Tr Us Small C Transaction History