Resources Investment Advisors, Llc. Schwab Us Aggregate Bond ETF Transaction History

Resources Investment Advisors, Llc.

  • $8.28 Billion
  • Q4 2024

A detailed history of Resources Investment Advisors, Llc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 4,245,657 shares of SCHZ stock, worth $97.1 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
4,245,657
Previous 1,654,617 156.59%
Holding current value
$97.1 Million
Previous $78.6 Million 22.57%
% of portfolio
1.16%
Previous 0.93%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$22.63 - $47.53 $58.6 Million - $123 Million
2,591,040 Added 156.59%
4,245,657 $96.4 Million
Q3 2024

Nov 06, 2024
SELL
$45.2 - $47.87 $1.84 Million - $1.95 Million
-40,659 Reduced 2.4%
1,654,617 $78.6 Million
Q2 2024

Aug 02, 2024
BUY
$44.66 - $45.99 $840,947 - $865,991
18,830 Added 1.12%
1,695,276 $77.3 Million
Q1 2024

May 10, 2024
SELL
$45.44 - $46.67 $7.93 Million - $8.15 Million
-174,543 Reduced 9.43%
1,676,446 $77.1 Million
Q4 2023

Feb 13, 2024
BUY
$43.09 - $46.83 $2.97 Million - $3.23 Million
69,030 Added 3.87%
1,850,989 $86.3 Million
Q3 2023

Nov 14, 2023
SELL
$44.14 - $46.33 $9.82 Million - $10.3 Million
-222,364 Reduced 11.09%
1,781,959 $78.8 Million
Q2 2023

Aug 07, 2023
SELL
$45.86 - $47.33 $10 Million - $10.3 Million
-218,228 Reduced 9.82%
2,004,323 $92.5 Million
Q1 2023

May 10, 2023
SELL
$45.33 - $47.44 $10.5 Million - $11 Million
-231,254 Reduced 9.42%
2,222,551 $104 Million
Q4 2022

Feb 02, 2023
SELL
$44.04 - $47.03 $38.1 Million - $40.6 Million
-864,255 Reduced 26.05%
2,453,805 $112 Million
Q3 2022

Nov 08, 2022
SELL
$44.98 - $49.09 $15 Million - $16.4 Million
-333,902 Reduced 9.14%
3,318,060 $150 Million
Q2 2022

Aug 08, 2022
SELL
$46.62 - $50.36 $7.31 Million - $7.89 Million
-156,709 Reduced 4.11%
3,651,962 $175 Million
Q1 2022

May 05, 2022
BUY
$50.05 - $53.52 $5.78 Million - $6.18 Million
115,392 Added 3.12%
3,808,671 $193 Million
Q4 2021

Feb 23, 2022
BUY
$53.63 - $54.52 $8.88 Million - $9.03 Million
165,554 Added 4.69%
3,693,279 $199 Million
Q3 2021

Nov 05, 2021
BUY
$54.26 - $55.17 $10.4 Million - $10.6 Million
191,810 Added 5.75%
3,527,725 $0
Q2 2021

Aug 09, 2021
BUY
$53.9 - $54.6 $20.5 Million - $20.7 Million
380,022 Added 12.86%
3,335,915 $0
Q1 2021

May 10, 2021
BUY
$53.75 - $55.97 $15.6 Million - $16.2 Million
289,588 Added 10.86%
2,955,893 $0
Q4 2020

Feb 08, 2021
BUY
$55.56 - $56.23 $88 Million - $89.1 Million
1,583,917 Added 146.34%
2,666,305 $0
Q3 2020

Oct 09, 2020
BUY
$56.07 - $56.92 $4.04 Million - $4.1 Million
72,078 Added 7.13%
1,082,388 $0
Q2 2020

Aug 14, 2020
BUY
$54.35 - $56.24 $3.34 Million - $3.46 Million
61,434 Added 6.47%
1,010,310 $0
Q1 2020

May 14, 2020
BUY
$50.33 - $56.09 $1.13 Million - $1.26 Million
22,426 Added 2.42%
948,876 $0
Q4 2019

Feb 07, 2020
BUY
$53.21 - $54.14 $6.75 Million - $6.87 Million
126,905 Added 15.87%
926,450 $0
Q3 2019

Nov 08, 2019
SELL
$53.15 - $53.86 $28.4 Million - $28.8 Million
-534,423 Reduced 40.06%
799,545 $0
Q2 2019

Aug 12, 2019
BUY
N/A
935,666 Added 234.91%
1,333,968 $0
Q1 2019

May 10, 2019
BUY
N/A
12,916 Added 3.35%
398,302 $0
Q4 2018

Feb 12, 2019
SELL
N/A
-287,011 Reduced 42.68%
385,386 $19.5 Million
Q3 2018

Nov 07, 2018
BUY
N/A
26,463 Added 4.1%
672,397 $33.8 Million
Q2 2018

Aug 15, 2018
BUY
N/A
232,640 Added 56.29%
645,934 $32.7 Million
Q1 2018

May 14, 2018
SELL
N/A
-117,655 Reduced 22.16%
413,294 $21.1 Million
Q4 2017

Jan 31, 2018
BUY
N/A
172,006 Added 47.92%
530,949 $27.6 Million
Q3 2017

Nov 13, 2017
BUY
N/A
336,415 Added 1493.32%
358,943 $18.8 Million
Q2 2017

Aug 14, 2017
BUY
N/A
22,528
22,528 $1.18 Million

Others Institutions Holding SCHZ

# of Institutions
678
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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