Resources Investment Advisors, Llc. Schwab Intermediate Term Us Tr Transaction History

Resources Investment Advisors, Llc.

  • $6.22 Billion
  • Q1 2024

A detailed history of Resources Investment Advisors, Llc. transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 14,450 shares of SCHR stock, worth $706,894. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,450
Previous 11,753 22.95%
Holding current value
$706,894
Previous $584,000 21.23%
% of portfolio
0.01%
Previous 0.01%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$48.64 - $49.88 $131,182 - $134,526
2,697 Added 22.95%
14,450 $708,000
Q4 2023

Feb 13, 2024
BUY
$47.09 - $49.87 $45,818 - $48,523
973 Added 9.03%
11,753 $584,000
Q3 2023

Nov 14, 2023
SELL
$47.78 - $49.59 $22,408 - $23,257
-469 Reduced 4.17%
10,780 $516,000
Q2 2023

Aug 07, 2023
BUY
$49.25 - $50.96 $38,759 - $40,105
787 Added 7.52%
11,249 $554,000
Q1 2023

May 10, 2023
BUY
$48.55 - $50.78 $191,772 - $200,581
3,950 Added 60.66%
10,462 $527,000
Q4 2022

Feb 02, 2023
BUY
$48.33 - $50.24 $10,487 - $10,902
217 Added 3.45%
6,512 $320,000
Q3 2022

Nov 08, 2022
BUY
N/A
875 Added 16.14%
6,295 $309,000
Q2 2022

Aug 08, 2022
BUY
N/A
84 Added 1.57%
5,420 $280,000
Q1 2022

May 05, 2022
SELL
N/A
-750 Reduced 12.32%
5,336 $284,000
Q4 2021

Feb 23, 2022
SELL
N/A
-49 Reduced 0.8%
6,086 $342,000
Q3 2021

Nov 05, 2021
BUY
N/A
914 Added 17.51%
6,135 $0
Q2 2021

Aug 09, 2021
BUY
N/A
371 Added 7.65%
5,221 $0
Q1 2021

May 10, 2021
SELL
N/A
-1,173 Reduced 19.48%
4,850 $0
Q4 2020

Feb 08, 2021
SELL
N/A
-1,908 Reduced 24.06%
6,023 $0
Q3 2020

Oct 09, 2020
SELL
N/A
-10,606 Reduced 57.22%
7,931 $0
Q2 2020

Aug 14, 2020
SELL
N/A
-4,231 Reduced 18.58%
18,537 $0
Q1 2020

May 14, 2020
SELL
N/A
-2,229 Reduced 8.92%
22,768 $0
Q4 2019

Feb 07, 2020
BUY
N/A
24,997 New
24,997 $0
Q3 2019

Nov 08, 2019
SELL
N/A
-388 Closed
0 $0
Q2 2019

Aug 12, 2019
BUY
N/A
1 Added 0.26%
388 $0
Q1 2019

May 10, 2019
BUY
N/A
1 Added 0.26%
387 $0
Q4 2018

Feb 12, 2019
BUY
N/A
201 Added 108.65%
386 $20,000
Q3 2018

Nov 07, 2018
BUY
N/A
2 Added 1.09%
185 $10,000
Q2 2018

Aug 15, 2018
SELL
N/A
-659 Reduced 78.27%
183 $10,000
Q1 2018

May 14, 2018
SELL
N/A
-122 Reduced 12.66%
842 $44,000
Q4 2017

Jan 31, 2018
BUY
N/A
4 Added 0.42%
964 $51,000
Q3 2017

Nov 13, 2017
SELL
N/A
-210 Reduced 17.95%
960 $52,000
Q2 2017

Aug 14, 2017
BUY
N/A
1,170
1,170 $63,000

Others Institutions Holding SCHR

# of Institutions
381
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Resources Investment Advisors, Llc. Portfolio

Follow Resources Investment Advisors, Llc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email