Resources Investment Advisors, Llc. Schwab Strategic Tr Us Broad M Transaction History
Resources Investment Advisors, Llc.
- $8.93 Billion
- Q3 2025
A detailed history of Resources Investment Advisors, Llc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 1,380,946 shares of SCHB stock, worth $35.7 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
1,380,946
Previous 1,513,108
8.73%
Holding current value
$35.7 Million
Previous $36.1 Million
1.53%
% of portfolio
0.4%
Previous 0.43%
Shares
34 transactions
Others Institutions Holding SCHB
# of Institutions
1,377Shares Held
501MCall Options Held
299KPut Options Held
22.8K-
Wealthfront Advisers LLC55.1MShares$1.42 Billion3.41% of portfolio
-
Betterment LLC New York, NY16.5MShares$426 Million0.84% of portfolio
-
Rebalance, LLC Palo Alto, CA14.5MShares$374 Million22.46% of portfolio
-
Scs Capital Management LLC Boston, MA12.2MShares$315 Million3.44% of portfolio
-
Strid Group, LLC8.72MShares$225 Million29.42% of portfolio