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

Resources Investment Advisors, Llc.

  • $6.22 Billion
  • Q1 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 1,216,087 shares of SCHG stock, worth $115 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
1,216,087
Previous 588,079 106.79%
Holding current value
$115 Million
Previous $48.8 Million 131.12%
% of portfolio
1.81%
Previous 0.86%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$80.6 - $93.32 $50.6 Million - $58.6 Million
628,008 Added 106.79%
1,216,087 $113 Million
Q4 2023

Feb 13, 2024
SELL
$70.08 - $83.37 $3.59 Million - $4.28 Million
-51,293 Reduced 8.02%
588,079 $48.8 Million
Q3 2023

Nov 14, 2023
SELL
$71.99 - $78.02 $3.06 Million - $3.32 Million
-42,563 Reduced 6.24%
639,372 $46.5 Million
Q2 2023

Aug 07, 2023
SELL
$63.6 - $74.95 $5.46 Million - $6.44 Million
-85,904 Reduced 11.19%
681,935 $51.1 Million
Q1 2023

May 10, 2023
SELL
$54.19 - $65.17 $2.38 Million - $2.86 Million
-43,941 Reduced 5.41%
767,839 $50 Million
Q4 2022

Feb 02, 2023
SELL
$54.31 - $60.76 $10.4 Million - $11.7 Million
-191,912 Reduced 19.12%
811,780 $45.1 Million
Q3 2022

Nov 08, 2022
SELL
N/A
-60,549 Reduced 5.69%
1,003,692 $56 Million
Q2 2022

Aug 08, 2022
SELL
N/A
-29,333 Reduced 2.68%
1,064,241 $61.7 Million
Q1 2022

May 05, 2022
BUY
N/A
565,108 Added 106.93%
1,093,574 $81.8 Million
Q4 2021

Feb 23, 2022
BUY
N/A
13,060 Added 2.53%
528,466 $86.5 Million
Q3 2021

Nov 05, 2021
BUY
N/A
19,736 Added 3.98%
515,406 $0
Q2 2021

Aug 09, 2021
BUY
N/A
47,377 Added 10.57%
495,670 $0
Q1 2021

May 10, 2021
BUY
N/A
19,364 Added 4.51%
448,293 $0
Q4 2020

Feb 08, 2021
SELL
N/A
-2,621 Reduced 0.61%
428,929 $0
Q3 2020

Oct 09, 2020
SELL
N/A
-15,282 Reduced 3.42%
431,550 $0
Q2 2020

Aug 14, 2020
BUY
N/A
19,605 Added 4.59%
446,832 $0
Q1 2020

May 14, 2020
SELL
N/A
-16,542 Reduced 3.73%
427,227 $0
Q4 2019

Feb 07, 2020
BUY
N/A
55,657 Added 14.34%
443,769 $0
Q3 2019

Nov 08, 2019
SELL
N/A
-278,220 Reduced 41.75%
388,112 $0
Q2 2019

Aug 12, 2019
BUY
N/A
363,791 Added 120.25%
666,332 $0
Q1 2019

May 10, 2019
BUY
N/A
27,242 Added 9.9%
302,541 $0
Q4 2018

Feb 12, 2019
SELL
N/A
-26,507 Reduced 8.78%
275,299 $19 Million
Q3 2018

Nov 07, 2018
BUY
N/A
8,661 Added 2.95%
301,806 $24.8 Million
Q2 2018

Aug 15, 2018
BUY
N/A
10,898 Added 3.86%
293,145 $22.2 Million
Q1 2018

May 14, 2018
BUY
N/A
45,605 Added 19.27%
282,247 $20.2 Million
Q4 2017

Jan 31, 2018
BUY
N/A
9,753 Added 4.3%
236,642 $16.7 Million
Q3 2017

Nov 13, 2017
BUY
N/A
13,779 Added 6.47%
226,889 $15 Million
Q2 2017

Aug 14, 2017
BUY
N/A
213,110
213,110 $13.5 Million

Others Institutions Holding SCHG

# of Institutions
1,179
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
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