Resources Investment Advisors, Llc. Schwab Strategic Tr 1000 Index Transaction History

Resources Investment Advisors, Llc.

$8.28 Billion
Q4 2024

A detailed history of Resources Investment Advisors, Llc. transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 11,367 shares of SCHK stock, worth $304,294. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,367

Previous 5,886 93.12%

Holding current value

$304,294

Previous $325,000 1.23%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$27.45 - $55.56 $150,453 - $304,524	5,481 Added 93.12%	11,367 $321,000
Q3 2024 Nov 06, 2024	BUY	$49.82 - $55.29 $49 - $55	1 Added 0.02%	5,886 $325,000
Q1 2024 May 10, 2024	BUY	$45.19 - $50.67 $45 - $50	1 Added 0.02%	5,885 $298,000
Q4 2023 Feb 13, 2024	BUY	$39.52 - $46.21 $39 - $46	1 Added 0.02%	5,884 $271,000
Q3 2023 Nov 14, 2023	BUY	$41.08 - $44.27 $41 - $44	1 Added 0.02%	5,883 $242,000
Q2 2023 Aug 07, 2023	SELL	$38.96 - $42.79 $40,128 - $44,073	-1,030 Reduced 14.9%	5,882 $251,000
Q1 2023 May 10, 2023	SELL	$36.64 - $40.44 $6,412 - $7,077	-175 Reduced 2.47%	6,912 $273,000
Q4 2022 Feb 02, 2023	SELL	$34.56 - $39.43 $6,808 - $7,767	-197 Reduced 2.7%	7,087 $261,000
Q3 2022 Nov 08, 2022	BUY	$34.61 - $41.69 $252,099 - $303,669	7,284 New	7,284 $252,000

Others Institutions Holding SCHK

# of Institutions

208

Shares Held

70.5M

Call Options Held

3.9K

Put Options Held

6.9K

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

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 1000 Index Transaction History