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

Resources Investment Advisors, Llc.

  • $8.28 Billion
  • Q4 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 1,518,690 shares of SCHV stock, worth $41.4 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
1,518,690
Previous 547,854 177.21%
Holding current value
$41.4 Million
Previous $44 Million 10.08%
% of portfolio
0.48%
Previous 0.52%

Shares

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

Feb 13, 2025
BUY
$25.79 - $80.4 $25 Million - $78.1 Million
970,836 Added 177.21%
1,518,690 $39.6 Million
Q3 2024

Nov 06, 2024
SELL
$73.43 - $80.37 $514,891 - $563,554
-7,012 Reduced 1.26%
547,854 $44 Million
Q2 2024

Aug 02, 2024
SELL
$71.74 - $75.86 $4.15 Million - $4.38 Million
-57,788 Reduced 9.43%
554,866 $41.1 Million
Q1 2024

May 10, 2024
SELL
$68.82 - $75.98 $1.57 Million - $1.74 Million
-22,859 Reduced 3.6%
612,654 $46.5 Million
Q4 2023

Feb 13, 2024
SELL
$61.16 - $70.24 $1.59 Million - $1.83 Million
-25,990 Reduced 3.93%
635,513 $44.5 Million
Q3 2023

Nov 14, 2023
SELL
$64.45 - $69.39 $3 Million - $3.23 Million
-46,556 Reduced 6.58%
661,503 $42.6 Million
Q2 2023

Aug 07, 2023
SELL
$63.33 - $67.21 $5.65 Million - $6 Million
-89,205 Reduced 11.19%
708,059 $47.5 Million
Q1 2023

May 10, 2023
SELL
$62.59 - $69.3 $4.71 Million - $5.21 Million
-75,210 Reduced 8.62%
797,264 $52.3 Million
Q4 2022

Feb 02, 2023
SELL
$59.13 - $69.24 $14 Million - $16.4 Million
-236,874 Reduced 21.35%
872,474 $57.6 Million
Q3 2022

Nov 08, 2022
SELL
$58.51 - $69.02 $4.61 Million - $5.44 Million
-78,821 Reduced 6.63%
1,109,348 $64.9 Million
Q2 2022

Aug 08, 2022
SELL
$60.93 - $72.3 $2.31 Million - $2.75 Million
-37,974 Reduced 3.1%
1,188,169 $74.2 Million
Q1 2022

May 05, 2022
BUY
$67.71 - $74.19 $2.43 Million - $2.67 Million
35,942 Added 3.02%
1,226,143 $87.5 Million
Q4 2021

Feb 23, 2022
BUY
$67.9 - $73.3 $2.2 Million - $2.37 Million
32,356 Added 2.79%
1,190,201 $87.1 Million
Q3 2021

Nov 05, 2021
BUY
$66.91 - $71.05 $4.2 Million - $4.46 Million
62,713 Added 5.73%
1,157,845 $0
Q2 2021

Aug 09, 2021
BUY
$65.81 - $69.75 $9.53 Million - $10.1 Million
144,791 Added 15.24%
1,095,132 $0
Q1 2021

May 10, 2021
BUY
$58.71 - $65.66 $3.05 Million - $3.41 Million
51,931 Added 5.78%
950,341 $0
Q4 2020

Feb 08, 2021
BUY
$50.83 - $59.53 $6.77 Million - $7.93 Million
133,172 Added 17.4%
898,410 $0
Q3 2020

Oct 09, 2020
BUY
$49.44 - $54.86 $5.95 Million - $6.61 Million
120,414 Added 18.67%
765,238 $0
Q2 2020

Aug 14, 2020
BUY
$42.21 - $55.29 $3.5 Million - $4.58 Million
82,803 Added 14.73%
644,824 $0
Q1 2020

May 14, 2020
SELL
$38.4 - $61.03 $2.42 Million - $3.84 Million
-62,927 Reduced 10.07%
562,021 $0
Q4 2019

Feb 07, 2020
BUY
$54.73 - $60.25 $1.55 Million - $1.7 Million
28,271 Added 4.74%
624,948 $0
Q3 2019

Nov 08, 2019
SELL
$56.56 - $57.5 $21.2 Million - $21.5 Million
-374,321 Reduced 38.55%
596,677 $0
Q2 2019

Aug 12, 2019
BUY
N/A
462,661 Added 91.01%
970,998 $0
Q1 2019

May 10, 2019
BUY
N/A
76,441 Added 17.7%
508,337 $0
Q4 2018

Feb 12, 2019
SELL
N/A
-35,586 Reduced 7.61%
431,896 $21.3 Million
Q3 2018

Nov 07, 2018
BUY
N/A
21,053 Added 4.72%
467,482 $26.2 Million
Q2 2018

Aug 15, 2018
BUY
N/A
34,950 Added 8.49%
446,429 $23.7 Million
Q1 2018

May 14, 2018
BUY
N/A
74,374 Added 22.06%
411,479 $21.7 Million
Q4 2017

Jan 31, 2018
BUY
N/A
12,697 Added 3.91%
337,105 $18.4 Million
Q3 2017

Nov 13, 2017
BUY
N/A
18,687 Added 6.11%
324,408 $16.8 Million
Q2 2017

Aug 14, 2017
BUY
N/A
305,721
305,721 $15.3 Million

Others Institutions Holding SCHV

# of Institutions
883
Shares Held
321M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Resources Investment Advisors, Llc. Portfolio

Follow Resources Investment Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email