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

Resources Investment Advisors, Llc.

$8.43 Billion
Q3 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 802,832 shares of SCHX stock, worth $19.1 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

802,832

Previous 866,696 7.37%

Holding current value

$19.1 Million

Previous $55.7 Million 2.18%

% of portfolio

0.65%

Previous 0.71%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$61.11 - $67.85 $3.9 Million - $4.33 Million	-63,864 Reduced 7.37%	802,832 $54.5 Million
Q2 2024 Aug 02, 2024	BUY	$58.7 - $64.78 $42.7 Million - $47.2 Million	728,248 Added 526.01%	866,696 $55.7 Million
Q1 2024 May 10, 2024	SELL	$55.41 - $62.08 $74,471 - $83,435	-1,344 Reduced 0.96%	138,448 $8.59 Million
Q4 2023 Feb 13, 2024	SELL	$48.47 - $56.6 $246,082 - $287,358	-5,077 Reduced 3.5%	139,792 $7.88 Million
Q3 2023 Nov 14, 2023	SELL	$50.36 - $54.21 $670,744 - $722,022	-13,319 Reduced 8.42%	144,869 $7.33 Million
Q2 2023 Aug 07, 2023	SELL	$47.67 - $52.37 $528,707 - $580,835	-11,091 Reduced 6.55%	158,188 $8.28 Million
Q1 2023 May 10, 2023	SELL	$44.78 - $49.41 $266,620 - $294,187	-5,954 Reduced 3.4%	169,279 $8.19 Million
Q4 2022 Feb 02, 2023	BUY	$42.25 - $48.16 $344,210 - $392,359	8,147 Added 4.88%	175,233 $7.91 Million
Q3 2022 Nov 08, 2022	BUY	$42.35 - $51.01 $88,553 - $106,661	2,091 Added 1.27%	167,086 $7.08 Million
Q2 2022 Aug 08, 2022	SELL	$43.35 - $54.51 $395,698 - $497,567	-9,128 Reduced 5.24%	164,995 $7.37 Million
Q1 2022 May 05, 2022	BUY	$49.51 - $57.27 $4.27 Million - $4.94 Million	86,329 Added 98.33%	174,123 $9.38 Million
Q4 2021 Feb 23, 2022	SELL	$51.9 - $57.29 $249,275 - $275,163	-4,803 Reduced 5.19%	87,794 $9.99 Million
Q3 2021 Nov 05, 2021	SELL	$51.52 - $54.94 $880,631 - $939,089	-17,093 Reduced 15.58%	92,597 $0
Q2 2021 Aug 09, 2021	BUY	$48.62 - $52.01 $353,856 - $378,528	7,278 Added 7.11%	109,690 $0
Q1 2021 May 10, 2021	SELL	$44.9 - $48.34 $13,335 - $14,356	-297 Reduced 0.29%	102,412 $0
Q4 2020 Feb 08, 2021	SELL	$39.35 - $45.48 $261,952 - $302,760	-6,657 Reduced 6.09%	102,709 $0
Q3 2020 Oct 09, 2020	BUY	$37.26 - $43.03 $222,814 - $257,319	5,980 Added 5.78%	109,366 $0
Q2 2020 Aug 14, 2020	BUY	$29.25 - $38.76 $159,851 - $211,823	5,465 Added 5.58%	103,386 $0
Q1 2020 May 14, 2020	SELL	$26.61 - $40.52 $282,012 - $429,430	-10,598 Reduced 9.77%	97,921 $0
Q4 2019 Feb 07, 2020	SELL	$34.42 - $38.54 $63,367 - $70,952	-1,841 Reduced 1.67%	108,519 $0
Q3 2019 Nov 08, 2019	SELL	$35.28 - $36.01 $763,776 - $779,580	-21,649 Reduced 16.4%	110,360 $0
Q2 2019 Aug 12, 2019	BUY	N/A	51,640 Added 64.25%	132,009 $0
Q1 2019 May 10, 2019	BUY	N/A	7,673 Added 10.55%	80,369 $0
Q4 2018 Feb 12, 2019	BUY	N/A	50,040 Added 220.87%	72,696 $4.34 Million
Q3 2018 Nov 07, 2018	SELL	N/A	-856 Reduced 3.64%	22,656 $1.58 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-1,376 Reduced 5.53%	23,512 $1.53 Million
Q1 2018 May 14, 2018	BUY	N/A	18,688 Added 301.42%	24,888 $1.57 Million
Q4 2017 Jan 31, 2018	BUY	N/A	339 Added 5.78%	6,200 $395,000
Q3 2017 Nov 13, 2017	SELL	N/A	-731 Reduced 11.09%	5,861 $352,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,592	6,592 $381,000

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

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.

Account

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