Resources Investment Advisors, Llc. Schwab Strategic Tr Us Broad M Transaction History

Resources Investment Advisors, Llc.

$8.28 Billion
Q4 2024

A detailed history of Resources Investment Advisors, Llc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 1,881,300 shares of SCHB stock, worth $40.3 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

1,881,300

Previous 634,689 196.41%

Holding current value

$40.3 Million

Previous $42.2 Million 1.15%

% of portfolio

0.52%

Previous 0.5%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.01 - $66.82 $27.4 Million - $83.3 Million	1,246,611 Added 196.41%	1,881,300 $42.7 Million
Q3 2024 Nov 06, 2024	BUY	$59.93 - $66.52 $1.96 Million - $2.18 Million	32,713 Added 5.43%	634,689 $42.2 Million
Q2 2024 Aug 02, 2024	SELL	$57.57 - $63.3 $261,828 - $287,888	-4,548 Reduced 0.75%	601,976 $37.8 Million
Q1 2024 May 10, 2024	SELL	$54.61 - $61.05 $1.95 Million - $2.18 Million	-35,675 Reduced 5.56%	606,524 $37 Million
Q4 2023 Feb 13, 2024	BUY	$47.61 - $55.91 $17.8 Million - $20.9 Million	374,305 Added 139.72%	642,199 $35.8 Million
Q3 2023 Nov 14, 2023	SELL	$49.59 - $53.57 $439,218 - $474,469	-8,857 Reduced 3.2%	267,894 $13.4 Million
Q2 2023 Aug 07, 2023	SELL	$47.08 - $51.7 $1.16 Million - $1.28 Million	-24,683 Reduced 8.19%	276,751 $14.3 Million
Q1 2023 May 10, 2023	SELL	$44.47 - $49.23 $3.73 Million - $4.13 Million	-83,922 Reduced 21.78%	301,434 $14.4 Million
Q4 2022 Feb 02, 2023	BUY	$41.94 - $47.81 $7.53 Million - $8.59 Million	179,577 Added 87.27%	385,356 $17.3 Million
Q3 2022 Nov 08, 2022	BUY	$41.99 - $50.63 $360,778 - $435,012	8,592 Added 4.36%	205,779 $8.64 Million
Q2 2022 Aug 08, 2022	SELL	$42.93 - $53.98 $734,575 - $923,651	-17,111 Reduced 7.98%	197,187 $8.71 Million
Q1 2022 May 05, 2022	BUY	$49.15 - $56.85 $5.69 Million - $6.59 Million	115,841 Added 117.66%	214,298 $11.4 Million
Q4 2021 Feb 23, 2022	SELL	$51.87 - $56.86 $399,139 - $437,537	-7,695 Reduced 7.25%	98,457 $11.1 Million
Q3 2021 Nov 05, 2021	BUY	$51.32 - $54.83 $324,342 - $346,525	6,320 Added 6.33%	106,152 $0
Q2 2021 Aug 09, 2021	BUY	$48.92 - $52.14 $251,253 - $267,791	5,136 Added 5.42%	99,832 $0
Q1 2021 May 10, 2021	SELL	$44.89 - $48.81 $151,189 - $164,392	-3,368 Reduced 3.43%	94,696 $0
Q4 2020 Feb 08, 2021	SELL	$39.03 - $45.5 $635,096 - $740,376	-16,272 Reduced 14.23%	98,064 $0
Q3 2020 Oct 09, 2020	SELL	$36.93 - $42.52 $1.56 Million - $1.8 Million	-42,331 Reduced 27.02%	114,336 $0
Q2 2020 Aug 14, 2020	SELL	$28.84 - $38.49 $318,739 - $425,391	-11,052 Reduced 6.59%	156,667 $0
Q1 2020 May 14, 2020	BUY	$26.18 - $40.44 $435,792 - $673,164	16,646 Added 11.02%	167,719 $0
Q4 2019 Feb 07, 2020	BUY	$34.47 - $38.58 $2.69 Million - $3.01 Million	77,968 Added 106.65%	151,073 $0
Q3 2019 Nov 08, 2019	SELL	$35.32 - $36.13 $1.09 Million - $1.12 Million	-30,919 Reduced 29.72%	73,105 $0
Q2 2019 Aug 12, 2019	SELL	N/A	-252,171 Reduced 70.8%	104,024 $0
Q1 2019 May 10, 2019	BUY	N/A	26,873 Added 8.16%	356,195 $0
Q4 2018 Feb 12, 2019	BUY	N/A	298,312 Added 961.99%	329,322 $19.7 Million
Q3 2018 Nov 07, 2018	BUY	N/A	316 Added 1.03%	31,010 $2.18 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-111,240 Reduced 78.37%	30,694 $2.03 Million
Q1 2018 May 14, 2018	BUY	N/A	116,621 Added 460.72%	141,934 $9.05 Million
Q4 2017 Jan 31, 2018	BUY	N/A	2,642 Added 11.65%	25,313 $1.63 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-3,266 Reduced 12.59%	22,671 $1.38 Million
Q2 2017 Aug 14, 2017	BUY	N/A	25,937	25,937 $1.52 Million

Others Institutions Holding SCHB

# of Institutions

1,269

Shares Held

484M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.

Account

Resources Investment Advisors, Llc. Schwab Strategic Tr Us Broad M Transaction History