Resources Investment Advisors, Llc. Schwab Short Term Us Treasury Transaction History

Resources Investment Advisors, Llc.

$8.01 Billion
Q1 2025

A detailed history of Resources Investment Advisors, Llc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 17,140 shares of SCHO stock, worth $415,987. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,140

Previous 24,591 30.3%

Holding current value

$415,987

Previous $591,000 29.44%

% of portfolio

0.01%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$24.1 - $24.34 $179,569 - $181,357	-7,451 Reduced 30.3%	17,140 $417,000
Q4 2024 Feb 13, 2025	BUY	$24.06 - $48.88 $142,723 - $289,956	5,932 Added 31.79%	24,591 $591,000
Q3 2024 Nov 06, 2024	SELL	$47.93 - $49.06 $242,094 - $247,802	-5,051 Reduced 21.3%	18,659 $913,000
Q2 2024 Aug 02, 2024	BUY	$47.75 - $48.13 $72,245 - $72,820	1,513 Added 6.82%	23,710 $1.14 Million
Q1 2024 May 10, 2024	SELL	$48.05 - $48.63 $196,284 - $198,653	-4,085 Reduced 15.54%	22,197 $1.07 Million
Q4 2023 Feb 13, 2024	SELL	$47.66 - $48.45 $536,985 - $545,886	-11,267 Reduced 30.01%	26,282 $1.27 Million
Q3 2023 Nov 14, 2023	SELL	$47.78 - $48.2 $213,003 - $214,875	-4,458 Reduced 10.61%	37,549 $1.8 Million
Q2 2023 Aug 07, 2023	SELL	$48.06 - $48.89 $166,431 - $169,306	-3,463 Reduced 7.62%	42,007 $2.02 Million
Q1 2023 May 10, 2023	SELL	$47.8 - $49.0 $3.35 Million - $3.43 Million	-70,015 Reduced 60.63%	45,470 $2.22 Million
Q4 2022 Feb 02, 2023	BUY	$47.89 - $48.47 $4.45 Million - $4.51 Million	93,002 Added 413.65%	115,485 $5.57 Million
Q3 2022 Nov 08, 2022	SELL	$48.15 - $49.37 $15,889 - $16,292	-330 Reduced 1.45%	22,483 $1.09 Million
Q2 2022 Aug 08, 2022	SELL	$48.73 - $49.59 $205,104 - $208,724	-4,209 Reduced 15.58%	22,813 $1.12 Million
Q1 2022 May 05, 2022	SELL	$49.47 - $50.82 $145,194 - $149,156	-2,935 Reduced 9.8%	27,022 $1.34 Million
Q4 2021 Feb 23, 2022	SELL	$50.83 - $51.21 $149,999 - $151,120	-2,951 Reduced 8.97%	29,957 $1.52 Million
Q3 2021 Nov 05, 2021	BUY	$51.18 - $51.3 $182,047 - $182,474	3,557 Added 12.12%	32,908 $0
Q2 2021 Aug 09, 2021	SELL	$51.19 - $51.33 $39,160 - $39,267	-765 Reduced 2.54%	29,351 $0
Q1 2021 May 10, 2021	BUY	$51.27 - $51.41 $74,238 - $74,441	1,448 Added 5.05%	30,116 $0
Q4 2020 Feb 08, 2021	SELL	$51.37 - $51.48 $113,835 - $114,079	-2,216 Reduced 7.18%	28,668 $0
Q3 2020 Oct 09, 2020	BUY	$51.49 - $51.63 $791,298 - $793,449	15,368 Added 99.05%	30,884 $0
Q2 2020 Aug 14, 2020	BUY	$51.53 - $51.71 $50,035 - $50,210	971 Added 6.68%	15,516 $0
Q1 2020 May 14, 2020	BUY	$50.48 - $51.73 $321,810 - $329,778	6,375 Added 78.03%	14,545 $0
Q4 2019 Feb 07, 2020	BUY	$50.38 - $50.71 $68,667 - $69,117	1,363 Added 20.02%	8,170 $0
Q3 2019 Nov 08, 2019	BUY	$50.39 - $50.59 $209,370 - $210,201	4,155 Added 156.67%	6,807 $0
Q2 2019 Aug 12, 2019	BUY	N/A	1,665 Added 168.69%	2,652 $0
Q1 2019 May 10, 2019	BUY	N/A	258 Added 35.39%	987 $0
Q4 2018 Feb 12, 2019	BUY	N/A	392 Added 116.32%	729 $36,000
Q3 2018 Nov 07, 2018	BUY	N/A	85 Added 33.73%	337 $17,000
Q2 2018 Aug 15, 2018	BUY	N/A	129 Added 104.88%	252 $13,000
Q1 2018 May 14, 2018	BUY	N/A	56 Added 83.58%	123 $6,000
Q3 2017 Nov 13, 2017	SELL	N/A	-2,946 Reduced 97.78%	67 $3,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,013	3,013 $152,000

Others Institutions Holding SCHO

# of Institutions

691

Shares Held

306M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

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 Short Term Us Treasury Transaction History