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

Resources Investment Advisors, Llc.

$8.37 Billion
Q2 2025

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 3,649,356 shares of SCHZ stock, worth $86 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

3,649,356

Previous 3,931,666 7.18%

Holding current value

$86 Million

Previous $91.1 Million 6.86%

% of portfolio

1.01%

Previous 1.14%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$22.68 - $23.28 $6.4 Million - $6.57 Million	-282,310 Reduced 7.18%	3,649,356 $84.8 Million
Q1 2025 Apr 28, 2025	SELL	$22.46 - $23.26 $7.05 Million - $7.3 Million	-313,991 Reduced 7.4%	3,931,666 $91.1 Million
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

716

Shares Held

171M

Call Options Held

Put Options Held

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About SCHWAB US AGGREGATE BOND ETF

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