Resources Investment Advisors, Llc. Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 1,609,493 shares of SCHB stock, worth $39.6 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

1,609,493

Previous 1,881,300 14.45%

Holding current value

$39.6 Million

Previous $42.7 Million 18.86%

% of portfolio

0.43%

Previous 0.52%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,326

Shares Held

496M

Call Options Held

350K

Put Options Held

28.3K

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