Resources Investment Advisors, Llc. Schwab Strategic U.S. Mid Cap Transaction History

Resources Investment Advisors, Llc.

$8.28 Billion
Q4 2024

A detailed history of Resources Investment Advisors, Llc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 1,034,361 shares of SCHM stock, worth $28.9 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

1,034,361

Previous 379,236 172.75%

Holding current value

$28.9 Million

Previous $31.5 Million 9.04%

% of portfolio

0.35%

Previous 0.37%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $18 Million - $54.4 Million	655,125 Added 172.75%	1,034,361 $28.7 Million
Q3 2024 Nov 06, 2024	SELL	$75.47 - $83.18 $1.02 Million - $1.12 Million	-13,512 Reduced 3.44%	379,236 $31.5 Million
Q2 2024 Aug 02, 2024	SELL	$75.69 - $81.19 $849,923 - $911,682	-11,229 Reduced 2.78%	392,748 $30.6 Million
Q1 2024 May 10, 2024	SELL	$72.89 - $81.43 $2.39 Million - $2.67 Million	-32,761 Reduced 7.5%	403,977 $32.9 Million
Q4 2023 Feb 13, 2024	SELL	$63.01 - $75.95 $11 Million - $13.3 Million	-174,973 Reduced 28.6%	436,738 $32.9 Million
Q3 2023 Nov 14, 2023	SELL	$66.75 - $73.98 $3.42 Million - $3.79 Million	-51,237 Reduced 7.73%	611,711 $41.4 Million
Q2 2023 Aug 07, 2023	SELL	$65.29 - $71.03 $5.33 Million - $5.8 Million	-81,676 Reduced 10.97%	662,948 $47.1 Million
Q1 2023 May 10, 2023	SELL	$64.24 - $73.9 $9.1 Million - $10.5 Million	-141,581 Reduced 15.98%	744,624 $50.5 Million
Q4 2022 Feb 02, 2023	SELL	$61.05 - $69.94 $5.13 Million - $5.88 Million	-84,068 Reduced 8.66%	886,205 $58.1 Million
Q3 2022 Nov 08, 2022	SELL	$60.5 - $72.51 $4.35 Million - $5.22 Million	-71,924 Reduced 6.9%	970,273 $58.7 Million
Q2 2022 Aug 08, 2022	SELL	$60.91 - $76.4 $1.2 Million - $1.5 Million	-19,639 Reduced 1.85%	1,042,197 $65.4 Million
Q1 2022 May 05, 2022	BUY	$70.66 - $80.89 $1.95 Million - $2.24 Million	27,661 Added 2.67%	1,061,836 $80.6 Million
Q4 2021 Feb 23, 2022	BUY	$76.01 - $83.39 $1.02 Million - $1.12 Million	13,371 Added 1.31%	1,034,175 $83.2 Million
Q3 2021 Nov 05, 2021	BUY	$74.65 - $80.95 $4.31 Million - $4.67 Million	57,698 Added 5.99%	1,020,804 $0
Q2 2021 Aug 09, 2021	BUY	$74.64 - $79.12 $7.62 Million - $8.08 Million	102,064 Added 11.85%	963,106 $0
Q1 2021 May 10, 2021	BUY	$67.07 - $76.85 $2.86 Million - $3.27 Million	42,581 Added 5.2%	861,042 $0
Q4 2020 Feb 08, 2021	SELL	$55.93 - $68.45 $16,890 - $20,671	-302 Reduced 0.04%	818,461 $0
Q3 2020 Oct 09, 2020	BUY	$51.99 - $58.83 $2.36 Million - $2.67 Million	45,352 Added 5.86%	818,763 $0
Q2 2020 Aug 14, 2020	BUY	$39.01 - $57.03 $3.59 Million - $5.25 Million	92,079 Added 13.51%	773,411 $0
Q1 2020 May 14, 2020	SELL	$35.83 - $62.24 $1.5 Million - $2.6 Million	-41,845 Reduced 5.79%	681,332 $0
Q4 2019 Feb 07, 2020	BUY	$54.56 - $60.24 $1.36 Million - $1.5 Million	24,954 Added 3.57%	723,177 $0
Q3 2019 Nov 08, 2019	SELL	$56.23 - $57.59 $20.8 Million - $21.3 Million	-370,602 Reduced 34.67%	698,223 $0
Q2 2019 Aug 12, 2019	BUY	N/A	585,617 Added 121.19%	1,068,825 $0
Q1 2019 May 10, 2019	BUY	N/A	27,450 Added 6.02%	483,208 $0
Q4 2018 Feb 12, 2019	SELL	N/A	-24,730 Reduced 5.15%	455,758 $21.8 Million
Q3 2018 Nov 07, 2018	BUY	N/A	13,276 Added 2.84%	480,488 $27.8 Million
Q2 2018 Aug 15, 2018	BUY	N/A	1,962 Added 0.42%	467,212 $25.6 Million
Q1 2018 May 14, 2018	BUY	N/A	75,106 Added 19.25%	465,250 $24.6 Million
Q4 2017 Jan 31, 2018	BUY	N/A	14,454 Added 3.85%	390,144 $20.8 Million
Q3 2017 Nov 13, 2017	BUY	N/A	25,265 Added 7.21%	375,690 $18.8 Million
Q2 2017 Aug 14, 2017	BUY	N/A	350,425	350,425 $16.9 Million

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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Resources Investment Advisors, Llc. Schwab Strategic U.S. Mid Cap Transaction History