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

Resources Investment Advisors, Llc.

$8.28 Billion
Q4 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 1,939,693 shares of SCHX stock, worth $46.1 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

1,939,693

Previous 802,832 141.61%

Holding current value

$46.1 Million

Previous $54.5 Million 17.46%

% of portfolio

0.54%

Previous 0.65%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $25.5 Million - $77.6 Million	1,136,861 Added 141.61%	1,939,693 $45 Million
Q3 2024 Nov 06, 2024	SELL	$61.11 - $67.85 $3.9 Million - $4.33 Million	-63,864 Reduced 7.37%	802,832 $54.5 Million
Q2 2024 Aug 02, 2024	BUY	$58.7 - $64.78 $42.7 Million - $47.2 Million	728,248 Added 526.01%	866,696 $55.7 Million
Q1 2024 May 10, 2024	SELL	$55.41 - $62.08 $74,471 - $83,435	-1,344 Reduced 0.96%	138,448 $8.59 Million
Q4 2023 Feb 13, 2024	SELL	$48.47 - $56.6 $246,082 - $287,358	-5,077 Reduced 3.5%	139,792 $7.88 Million
Q3 2023 Nov 14, 2023	SELL	$50.36 - $54.21 $670,744 - $722,022	-13,319 Reduced 8.42%	144,869 $7.33 Million
Q2 2023 Aug 07, 2023	SELL	$47.67 - $52.37 $528,707 - $580,835	-11,091 Reduced 6.55%	158,188 $8.28 Million
Q1 2023 May 10, 2023	SELL	$44.78 - $49.41 $266,620 - $294,187	-5,954 Reduced 3.4%	169,279 $8.19 Million
Q4 2022 Feb 02, 2023	BUY	$42.25 - $48.16 $344,210 - $392,359	8,147 Added 4.88%	175,233 $7.91 Million
Q3 2022 Nov 08, 2022	BUY	$42.35 - $51.01 $88,553 - $106,661	2,091 Added 1.27%	167,086 $7.08 Million
Q2 2022 Aug 08, 2022	SELL	$43.35 - $54.51 $395,698 - $497,567	-9,128 Reduced 5.24%	164,995 $7.37 Million
Q1 2022 May 05, 2022	BUY	$49.51 - $57.27 $4.27 Million - $4.94 Million	86,329 Added 98.33%	174,123 $9.38 Million
Q4 2021 Feb 23, 2022	SELL	$51.9 - $57.29 $249,275 - $275,163	-4,803 Reduced 5.19%	87,794 $9.99 Million
Q3 2021 Nov 05, 2021	SELL	$51.52 - $54.94 $880,631 - $939,089	-17,093 Reduced 15.58%	92,597 $0
Q2 2021 Aug 09, 2021	BUY	$48.62 - $52.01 $353,856 - $378,528	7,278 Added 7.11%	109,690 $0
Q1 2021 May 10, 2021	SELL	$44.9 - $48.34 $13,335 - $14,356	-297 Reduced 0.29%	102,412 $0
Q4 2020 Feb 08, 2021	SELL	$39.35 - $45.48 $261,952 - $302,760	-6,657 Reduced 6.09%	102,709 $0
Q3 2020 Oct 09, 2020	BUY	$37.26 - $43.03 $222,814 - $257,319	5,980 Added 5.78%	109,366 $0
Q2 2020 Aug 14, 2020	BUY	$29.25 - $38.76 $159,851 - $211,823	5,465 Added 5.58%	103,386 $0
Q1 2020 May 14, 2020	SELL	$26.61 - $40.52 $282,012 - $429,430	-10,598 Reduced 9.77%	97,921 $0
Q4 2019 Feb 07, 2020	SELL	$34.42 - $38.54 $63,367 - $70,952	-1,841 Reduced 1.67%	108,519 $0
Q3 2019 Nov 08, 2019	SELL	$35.28 - $36.01 $763,776 - $779,580	-21,649 Reduced 16.4%	110,360 $0
Q2 2019 Aug 12, 2019	BUY	N/A	51,640 Added 64.25%	132,009 $0
Q1 2019 May 10, 2019	BUY	N/A	7,673 Added 10.55%	80,369 $0
Q4 2018 Feb 12, 2019	BUY	N/A	50,040 Added 220.87%	72,696 $4.34 Million
Q3 2018 Nov 07, 2018	SELL	N/A	-856 Reduced 3.64%	22,656 $1.58 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-1,376 Reduced 5.53%	23,512 $1.53 Million
Q1 2018 May 14, 2018	BUY	N/A	18,688 Added 301.42%	24,888 $1.57 Million
Q4 2017 Jan 31, 2018	BUY	N/A	339 Added 5.78%	6,200 $395,000
Q3 2017 Nov 13, 2017	SELL	N/A	-731 Reduced 11.09%	5,861 $352,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,592	6,592 $381,000

Others Institutions Holding SCHX

# of Institutions

1,465

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

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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