Regal Investment Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Regal Investment Advisors LLC holds 20,574 shares of SCHA stock, worth $548,091. This represents 0.08% of its overall portfolio holdings.

Number of Shares
20,574
Previous 19,336 6.4%
Holding current value
$548,091
Previous $917,000 15.49%
% of portfolio
0.08%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$46.9 - $51.96 $58,062 - $64,326
1,238 Added 6.4%
20,574 $1.06 Million
Q2 2024

Aug 14, 2024
BUY
$45.24 - $49.04 $84,191 - $91,263
1,861 Added 10.65%
19,336 $917,000
Q1 2024

May 15, 2024
BUY
$44.84 - $49.24 $250,386 - $274,956
5,584 Added 46.96%
17,475 $860,000
Q4 2023

Feb 14, 2024
BUY
$38.13 - $48.02 $104,323 - $131,382
2,736 Added 29.89%
11,891 $561,000
Q3 2023

Nov 13, 2023
BUY
$40.85 - $46.1 $152,329 - $171,906
3,729 Added 68.72%
9,155 $379,000
Q2 2023

Aug 11, 2023
BUY
$39.91 - $43.82 $216,551 - $237,767
5,426 New
5,426 $237,000

Others Institutions Holding SCHA

# of Institutions
1,185
Shares Held
202M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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