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

Resources Investment Advisors, Llc.

  • $8.37 Billion
  • Q2 2025

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 1,513,108 shares of SCHB stock, worth $38.9 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
1,513,108
Previous 1,609,493 5.99%
Holding current value
$38.9 Million
Previous $34.7 Million 4.05%
% of portfolio
0.43%
Previous 0.43%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$19.1 - $23.83 $1.84 Million - $2.3 Million
-96,385 Reduced 5.99%
1,513,108 $36.1 Million
Q1 2025

Apr 28, 2025
SELL
$21.23 - $23.75 $5.77 Million - $6.46 Million
-271,807 Reduced 14.45%
1,609,493 $34.7 Million
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
1,348
Shares Held
565M
Call Options Held
500K
Put Options Held
12.1K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
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