Resources Investment Advisors, Llc. Schwab Strategic U.S. Mid Cap Transaction History

Resources Investment Advisors, Llc.

  • $8.37 Billion
  • Q2 2025

A detailed history of Resources Investment Advisors, Llc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 782,977 shares of SCHM stock, worth $23.1 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
782,977
Previous 831,404 5.82%
Holding current value
$23.1 Million
Previous $21.8 Million 0.83%
% of portfolio
0.26%
Previous 0.27%

Shares

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

Aug 07, 2025
SELL
$22.92 - $28.05 $1.11 Million - $1.36 Million
-48,427 Reduced 5.82%
782,977 $22 Million
Q1 2025

Apr 28, 2025
SELL
$25.58 - $29.24 $5.19 Million - $5.93 Million
-202,957 Reduced 19.62%
831,404 $21.8 Million
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $18 Million - $54.4 Million
655,125 Added 172.75%
1,034,361 $28.7 Million
Q3 2024

Nov 06, 2024
SELL
$75.47 - $83.18 $1.02 Million - $1.12 Million
-13,512 Reduced 3.44%
379,236 $31.5 Million
Q2 2024

Aug 02, 2024
SELL
$75.69 - $81.19 $849,923 - $911,682
-11,229 Reduced 2.78%
392,748 $30.6 Million
Q1 2024

May 10, 2024
SELL
$72.89 - $81.43 $2.39 Million - $2.67 Million
-32,761 Reduced 7.5%
403,977 $32.9 Million
Q4 2023

Feb 13, 2024
SELL
$63.01 - $75.95 $11 Million - $13.3 Million
-174,973 Reduced 28.6%
436,738 $32.9 Million
Q3 2023

Nov 14, 2023
SELL
$66.75 - $73.98 $3.42 Million - $3.79 Million
-51,237 Reduced 7.73%
611,711 $41.4 Million
Q2 2023

Aug 07, 2023
SELL
$65.29 - $71.03 $5.33 Million - $5.8 Million
-81,676 Reduced 10.97%
662,948 $47.1 Million
Q1 2023

May 10, 2023
SELL
$64.24 - $73.9 $9.1 Million - $10.5 Million
-141,581 Reduced 15.98%
744,624 $50.5 Million
Q4 2022

Feb 02, 2023
SELL
$61.05 - $69.94 $5.13 Million - $5.88 Million
-84,068 Reduced 8.66%
886,205 $58.1 Million
Q3 2022

Nov 08, 2022
SELL
$60.5 - $72.51 $4.35 Million - $5.22 Million
-71,924 Reduced 6.9%
970,273 $58.7 Million
Q2 2022

Aug 08, 2022
SELL
$60.91 - $76.4 $1.2 Million - $1.5 Million
-19,639 Reduced 1.85%
1,042,197 $65.4 Million
Q1 2022

May 05, 2022
BUY
$70.66 - $80.89 $1.95 Million - $2.24 Million
27,661 Added 2.67%
1,061,836 $80.6 Million
Q4 2021

Feb 23, 2022
BUY
$76.01 - $83.39 $1.02 Million - $1.12 Million
13,371 Added 1.31%
1,034,175 $83.2 Million
Q3 2021

Nov 05, 2021
BUY
$74.65 - $80.95 $4.31 Million - $4.67 Million
57,698 Added 5.99%
1,020,804 $0
Q2 2021

Aug 09, 2021
BUY
$74.64 - $79.12 $7.62 Million - $8.08 Million
102,064 Added 11.85%
963,106 $0
Q1 2021

May 10, 2021
BUY
$67.07 - $76.85 $2.86 Million - $3.27 Million
42,581 Added 5.2%
861,042 $0
Q4 2020

Feb 08, 2021
SELL
$55.93 - $68.45 $16,890 - $20,671
-302 Reduced 0.04%
818,461 $0
Q3 2020

Oct 09, 2020
BUY
$51.99 - $58.83 $2.36 Million - $2.67 Million
45,352 Added 5.86%
818,763 $0
Q2 2020

Aug 14, 2020
BUY
$39.01 - $57.03 $3.59 Million - $5.25 Million
92,079 Added 13.51%
773,411 $0
Q1 2020

May 14, 2020
SELL
$35.83 - $62.24 $1.5 Million - $2.6 Million
-41,845 Reduced 5.79%
681,332 $0
Q4 2019

Feb 07, 2020
BUY
$54.56 - $60.24 $1.36 Million - $1.5 Million
24,954 Added 3.57%
723,177 $0
Q3 2019

Nov 08, 2019
SELL
$56.23 - $57.59 $20.8 Million - $21.3 Million
-370,602 Reduced 34.67%
698,223 $0
Q2 2019

Aug 12, 2019
BUY
N/A
585,617 Added 121.19%
1,068,825 $0
Q1 2019

May 10, 2019
BUY
N/A
27,450 Added 6.02%
483,208 $0
Q4 2018

Feb 12, 2019
SELL
N/A
-24,730 Reduced 5.15%
455,758 $21.8 Million
Q3 2018

Nov 07, 2018
BUY
N/A
13,276 Added 2.84%
480,488 $27.8 Million
Q2 2018

Aug 15, 2018
BUY
N/A
1,962 Added 0.42%
467,212 $25.6 Million
Q1 2018

May 14, 2018
BUY
N/A
75,106 Added 19.25%
465,250 $24.6 Million
Q4 2017

Jan 31, 2018
BUY
N/A
14,454 Added 3.85%
390,144 $20.8 Million
Q3 2017

Nov 13, 2017
BUY
N/A
25,265 Added 7.21%
375,690 $18.8 Million
Q2 2017

Aug 14, 2017
BUY
N/A
350,425
350,425 $16.9 Million

Others Institutions Holding SCHM

# of Institutions
1,052
Shares Held
280M
Call Options Held
9.4K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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