Resources Investment Advisors, Llc. Schwab Strategic Tr Us Broad M Transaction History
Resources Investment Advisors, Llc.
- $7.81 Billion
- Q2 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 601,976 shares of SCHB stock, worth $39.9 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
601,976
Previous 606,524
0.75%
Holding current value
$39.9 Million
Previous $37 Million
2.21%
% of portfolio
0.48%
Previous 0.59%
Shares
29 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.4 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$409 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$311 Million0.17% of portfolio
-
Scs Capital Management LLC Boston, MA4.02MShares$266 Million5.22% of portfolio
-
Rebalance, LLC Palo Alto, CA3.66MShares$242 Million18.5% of portfolio