Resources Investment Advisors, Llc. Schwab Strategic Tr Us Large C Transaction History

Resources Investment Advisors, Llc.

$8.43 Billion
Q3 2024

A detailed history of Resources Investment Advisors, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 547,854 shares of SCHV stock, worth $14.7 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

547,854

Previous 554,866 1.26%

Holding current value

$14.7 Million

Previous $41.1 Million 7.12%

% of portfolio

0.52%

Previous 0.53%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$73.43 - $80.37 $514,891 - $563,554	-7,012 Reduced 1.26%	547,854 $44 Million
Q2 2024 Aug 02, 2024	SELL	$71.74 - $75.86 $4.15 Million - $4.38 Million	-57,788 Reduced 9.43%	554,866 $41.1 Million
Q1 2024 May 10, 2024	SELL	$68.82 - $75.98 $1.57 Million - $1.74 Million	-22,859 Reduced 3.6%	612,654 $46.5 Million
Q4 2023 Feb 13, 2024	SELL	$61.16 - $70.24 $1.59 Million - $1.83 Million	-25,990 Reduced 3.93%	635,513 $44.5 Million
Q3 2023 Nov 14, 2023	SELL	$64.45 - $69.39 $3 Million - $3.23 Million	-46,556 Reduced 6.58%	661,503 $42.6 Million
Q2 2023 Aug 07, 2023	SELL	$63.33 - $67.21 $5.65 Million - $6 Million	-89,205 Reduced 11.19%	708,059 $47.5 Million
Q1 2023 May 10, 2023	SELL	$62.59 - $69.3 $4.71 Million - $5.21 Million	-75,210 Reduced 8.62%	797,264 $52.3 Million
Q4 2022 Feb 02, 2023	SELL	$59.13 - $69.24 $14 Million - $16.4 Million	-236,874 Reduced 21.35%	872,474 $57.6 Million
Q3 2022 Nov 08, 2022	SELL	$58.51 - $69.02 $4.61 Million - $5.44 Million	-78,821 Reduced 6.63%	1,109,348 $64.9 Million
Q2 2022 Aug 08, 2022	SELL	$60.93 - $72.3 $2.31 Million - $2.75 Million	-37,974 Reduced 3.1%	1,188,169 $74.2 Million
Q1 2022 May 05, 2022	BUY	$67.71 - $74.19 $2.43 Million - $2.67 Million	35,942 Added 3.02%	1,226,143 $87.5 Million
Q4 2021 Feb 23, 2022	BUY	$67.9 - $73.3 $2.2 Million - $2.37 Million	32,356 Added 2.79%	1,190,201 $87.1 Million
Q3 2021 Nov 05, 2021	BUY	$66.91 - $71.05 $4.2 Million - $4.46 Million	62,713 Added 5.73%	1,157,845 $0
Q2 2021 Aug 09, 2021	BUY	$65.81 - $69.75 $9.53 Million - $10.1 Million	144,791 Added 15.24%	1,095,132 $0
Q1 2021 May 10, 2021	BUY	$58.71 - $65.66 $3.05 Million - $3.41 Million	51,931 Added 5.78%	950,341 $0
Q4 2020 Feb 08, 2021	BUY	$50.83 - $59.53 $6.77 Million - $7.93 Million	133,172 Added 17.4%	898,410 $0
Q3 2020 Oct 09, 2020	BUY	$49.44 - $54.86 $5.95 Million - $6.61 Million	120,414 Added 18.67%	765,238 $0
Q2 2020 Aug 14, 2020	BUY	$42.21 - $55.29 $3.5 Million - $4.58 Million	82,803 Added 14.73%	644,824 $0
Q1 2020 May 14, 2020	SELL	$38.4 - $61.03 $2.42 Million - $3.84 Million	-62,927 Reduced 10.07%	562,021 $0
Q4 2019 Feb 07, 2020	BUY	$54.73 - $60.25 $1.55 Million - $1.7 Million	28,271 Added 4.74%	624,948 $0
Q3 2019 Nov 08, 2019	SELL	$56.56 - $57.5 $21.2 Million - $21.5 Million	-374,321 Reduced 38.55%	596,677 $0
Q2 2019 Aug 12, 2019	BUY	N/A	462,661 Added 91.01%	970,998 $0
Q1 2019 May 10, 2019	BUY	N/A	76,441 Added 17.7%	508,337 $0
Q4 2018 Feb 12, 2019	SELL	N/A	-35,586 Reduced 7.61%	431,896 $21.3 Million
Q3 2018 Nov 07, 2018	BUY	N/A	21,053 Added 4.72%	467,482 $26.2 Million
Q2 2018 Aug 15, 2018	BUY	N/A	34,950 Added 8.49%	446,429 $23.7 Million
Q1 2018 May 14, 2018	BUY	N/A	74,374 Added 22.06%	411,479 $21.7 Million
Q4 2017 Jan 31, 2018	BUY	N/A	12,697 Added 3.91%	337,105 $18.4 Million
Q3 2017 Nov 13, 2017	BUY	N/A	18,687 Added 6.11%	324,408 $16.8 Million
Q2 2017 Aug 14, 2017	BUY	N/A	305,721	305,721 $15.3 Million

Others Institutions Holding SCHV

# of Institutions

835

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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Resources Investment Advisors, Llc. Schwab Strategic Tr Us Large C Transaction History