Resources Investment Advisors, Llc. Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 712,412 shares of SCHD stock, worth $19.6 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

712,412

Previous 246,633 188.86%

Holding current value

$19.6 Million

Previous $20.8 Million 6.64%

% of portfolio

0.23%

Previous 0.25%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $12.5 Million - $39.6 Million	465,779 Added 188.86%	712,412 $19.5 Million
Q3 2024 Nov 06, 2024	SELL	$77.02 - $85.06 $372,006 - $410,839	-4,830 Reduced 1.92%	246,633 $20.8 Million
Q2 2024 Aug 02, 2024	SELL	$75.81 - $80.15 $1.71 Million - $1.81 Million	-22,536 Reduced 8.22%	251,463 $19.6 Million
Q1 2024 May 10, 2024	SELL	$75.25 - $80.63 $3.88 Million - $4.16 Million	-51,582 Reduced 15.84%	273,999 $22.1 Million
Q4 2023 Feb 13, 2024	SELL	$66.9 - $76.32 $10.8 Million - $12.4 Million	-162,179 Reduced 33.25%	325,581 $24.8 Million
Q3 2023 Nov 14, 2023	SELL	$70.63 - $75.66 $19.4 Million - $20.7 Million	-274,177 Reduced 35.98%	487,760 $34.5 Million
Q2 2023 Aug 07, 2023	SELL	$69.18 - $73.94 $2.05 Million - $2.19 Million	-29,683 Reduced 3.75%	761,937 $55.3 Million
Q1 2023 May 10, 2023	SELL	$70.28 - $78.03 $18 Million - $19.9 Million	-255,503 Reduced 24.4%	791,620 $57.9 Million
Q4 2022 Feb 02, 2023	BUY	$67.16 - $79.06 $27 Million - $31.8 Million	401,921 Added 62.29%	1,047,123 $79.1 Million
Q3 2022 Nov 08, 2022	BUY	$66.43 - $77.87 $36.8 Million - $43.1 Million	553,462 Added 603.29%	645,202 $42.9 Million
Q2 2022 Aug 08, 2022	BUY	$70.31 - $80.24 $308,028 - $351,531	4,381 Added 5.01%	91,740 $6.57 Million
Q1 2022 May 05, 2022	BUY	$75.14 - $81.94 $485,554 - $529,496	6,462 Added 7.99%	87,359 $6.89 Million
Q4 2021 Feb 23, 2022	SELL	$74.93 - $80.86 $41,661 - $44,958	-556 Reduced 0.68%	80,897 $6.54 Million
Q3 2021 Nov 05, 2021	BUY	$74.23 - $78.13 $1.23 Million - $1.29 Million	16,506 Added 25.41%	81,453 $0
Q2 2021 Aug 09, 2021	BUY	$73.32 - $77.65 $381,190 - $403,702	5,199 Added 8.7%	64,947 $0
Q1 2021 May 10, 2021	BUY	$63.23 - $73.67 $190,575 - $222,041	3,014 Added 5.31%	59,748 $0
Q4 2020 Feb 08, 2021	SELL	$54.8 - $65.16 $45,100 - $53,626	-823 Reduced 1.43%	56,734 $0
Q3 2020 Oct 09, 2020	SELL	$50.37 - $58.54 $93,385 - $108,533	-1,854 Reduced 3.12%	57,557 $0
Q2 2020 Aug 14, 2020	SELL	$43.56 - $56.5 $39,029 - $50,624	-896 Reduced 1.49%	59,411 $0
Q1 2020 May 14, 2020	SELL	$39.5 - $59.28 $709,064 - $1.06 Million	-17,951 Reduced 22.94%	60,307 $0
Q4 2019 Feb 07, 2020	BUY	$52.87 - $58.15 $50,966 - $56,056	964 Added 1.25%	78,258 $0
Q3 2019 Nov 08, 2019	SELL	$54.39 - $55.76 $3.77 Million - $3.87 Million	-69,324 Reduced 47.28%	77,294 $0
Q2 2019 Aug 12, 2019	BUY	N/A	60,667 Added 70.58%	146,618 $0
Q1 2019 May 10, 2019	SELL	N/A	-2,194 Reduced 2.49%	85,951 $0
Q4 2018 Feb 12, 2019	BUY	N/A	74,929 Added 566.96%	88,145 $4.14 Million
Q3 2018 Nov 07, 2018	SELL	N/A	-510 Reduced 3.72%	13,216 $700,000
Q2 2018 Aug 15, 2018	SELL	N/A	-2,247 Reduced 14.07%	13,726 $677,000
Q1 2018 May 14, 2018	SELL	N/A	-485 Reduced 2.95%	15,973 $783,000
Q4 2017 Jan 31, 2018	SELL	N/A	-1,622 Reduced 8.97%	16,458 $842,000
Q3 2017 Nov 13, 2017	SELL	N/A	-4,373 Reduced 19.48%	18,080 $846,000
Q2 2017 Aug 14, 2017	BUY	N/A	22,453	22,453 $1.01 Million

Others Institutions Holding SCHD

# of Institutions

1,952

Shares Held

848M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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