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

Resources Investment Advisors, Llc.

$8.01 Billion
Q1 2025

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 13,719 shares of SCHR stock, worth $340,368. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,719

Previous 31,422 56.34%

Holding current value

$340,368

Previous $763,000 55.31%

% of portfolio

0.0%

Previous 0.01%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$24.05 - $24.86 $425,757 - $440,096	-17,703 Reduced 56.34%	13,719 $341,000
Q4 2024 Feb 13, 2025	BUY	$24.19 - $50.58 $379,129 - $792,740	15,673 Added 99.52%	31,422 $763,000
Q3 2024 Nov 06, 2024	SELL	$48.4 - $50.91 $85,522 - $89,957	-1,767 Reduced 10.09%	15,749 $796,000
Q2 2024 Aug 02, 2024	BUY	$47.85 - $49.0 $146,708 - $150,234	3,066 Added 21.22%	17,516 $854,000
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	$48.12 - $50.24 $10,442 - $10,902	217 Added 3.45%	6,512 $320,000
Q3 2022 Nov 08, 2022	BUY	$48.68 - $52.54 $42,595 - $45,972	875 Added 16.14%	6,295 $309,000
Q2 2022 Aug 08, 2022	BUY	$50.08 - $52.78 $4,206 - $4,433	84 Added 1.57%	5,420 $280,000
Q1 2022 May 05, 2022	SELL	$52.72 - $55.84 $39,540 - $41,880	-750 Reduced 12.32%	5,336 $284,000
Q4 2021 Feb 23, 2022	SELL	$55.82 - $56.81 $2,735 - $2,783	-49 Reduced 0.8%	6,086 $342,000
Q3 2021 Nov 05, 2021	BUY	$56.59 - $57.62 $51,723 - $52,664	914 Added 17.51%	6,135 $0
Q2 2021 Aug 09, 2021	BUY	$56.38 - $57.16 $20,916 - $21,206	371 Added 7.65%	5,221 $0
Q1 2021 May 10, 2021	SELL	$56.41 - $58.25 $66,168 - $68,327	-1,173 Reduced 19.48%	4,850 $0
Q4 2020 Feb 08, 2021	SELL	$57.98 - $58.64 $110,625 - $111,885	-1,908 Reduced 24.06%	6,023 $0
Q3 2020 Oct 09, 2020	SELL	$58.56 - $58.96 $621,087 - $625,329	-10,606 Reduced 57.22%	7,931 $0
Q2 2020 Aug 14, 2020	SELL	$58.18 - $58.86 $246,159 - $249,036	-4,231 Reduced 18.58%	18,537 $0
Q1 2020 May 14, 2020	SELL	$55.04 - $58.78 $122,684 - $131,020	-2,229 Reduced 8.92%	22,768 $0
Q4 2019 Feb 07, 2020	BUY	$54.79 - $56.05 $1.37 Million - $1.4 Million	24,997 New	24,997 $0
Q3 2019 Nov 08, 2019	SELL	$54.92 - $55.68 $21,308 - $21,603	-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

477

Shares Held

360M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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