Regal Investment Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Regal Investment Advisors LLC

  • $1.21 Billion
  • Q1 2025

A detailed history of Regal Investment Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Regal Investment Advisors LLC holds 963,901 shares of SCHD stock, worth $24.9 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
963,901
Previous 783,827 22.97%
Holding current value
$24.9 Million
Previous $21.4 Million 25.85%
% of portfolio
2.22%
Previous 1.64%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$27.01 - $28.54 $4.86 Million - $5.14 Million
180,074 Added 22.97%
963,901 $27 Million
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $14.7 Million - $46.4 Million
545,824 Added 229.33%
783,827 $21.4 Million
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $176,914 - $195,382
2,297 Added 0.97%
238,003 $20.1 Million
Q2 2024

Aug 14, 2024
BUY
$75.81 - $80.15 $353,729 - $373,979
4,666 Added 2.02%
235,706 $18.3 Million
Q1 2024

May 15, 2024
SELL
$75.25 - $80.63 $8,804 - $9,433
-117 Reduced 0.05%
231,040 $18.6 Million
Q4 2023

Feb 14, 2024
SELL
$66.9 - $76.32 $1.82 Million - $2.08 Million
-27,278 Reduced 10.56%
231,157 $17.6 Million
Q3 2023

Nov 13, 2023
SELL
$70.63 - $75.66 $1.17 Million - $1.25 Million
-16,517 Reduced 6.01%
258,435 $18.3 Million
Q2 2023

Aug 11, 2023
BUY
$69.18 - $73.94 $6.49 Million - $6.93 Million
93,759 Added 51.75%
274,952 $20 Million
Q1 2023

May 11, 2023
BUY
$70.28 - $78.03 $1.31 Million - $1.46 Million
18,698 Added 11.51%
181,193 $13.3 Million
Q4 2022

Mar 01, 2023
BUY
$67.16 - $79.06 $703,635 - $828,311
10,477 Added 6.89%
162,495 $12.3 Million
Q3 2022

Nov 15, 2022
BUY
$66.43 - $77.87 $282,792 - $331,492
4,257 Added 2.88%
152,018 $10.1 Million
Q2 2022

Aug 09, 2022
BUY
$70.31 - $80.24 $73,614 - $84,011
1,047 Added 0.71%
147,761 $10.6 Million
Q1 2022

May 09, 2022
SELL
$75.14 - $81.94 $96,855 - $105,620
-1,289 Reduced 0.87%
146,714 $11.6 Million
Q4 2021

Feb 10, 2022
BUY
$74.93 - $80.86 $413,613 - $446,347
5,520 Added 3.87%
148,003 $12 Million
Q3 2021

Nov 05, 2021
BUY
$74.23 - $78.13 $962,763 - $1.01 Million
12,970 Added 10.01%
142,483 $10.6 Million
Q2 2021

Aug 09, 2021
BUY
$73.32 - $77.65 $486,918 - $515,673
6,641 Added 5.4%
129,513 $9.79 Million
Q1 2021

May 12, 2021
SELL
$63.23 - $73.67 $407,707 - $475,024
-6,448 Reduced 4.99%
122,872 $8.96 Million
Q4 2020

Feb 12, 2021
BUY
$54.8 - $65.16 $8,494 - $10,099
155 Added 0.12%
129,320 $8.3 Million
Q3 2020

Nov 13, 2020
SELL
$50.37 - $58.54 $84,974 - $98,756
-1,687 Reduced 1.29%
129,165 $7.14 Million
Q2 2020

Aug 03, 2020
BUY
$43.56 - $56.5 $135,776 - $176,110
3,117 Added 2.44%
130,852 $6.77 Million
Q1 2020

May 12, 2020
BUY
$39.5 - $59.28 $282,938 - $424,622
7,163 Added 5.94%
127,735 $5.75 Million
Q4 2019

Jan 29, 2020
SELL
$52.87 - $58.15 $34,365 - $37,797
-650 Reduced 0.54%
120,572 $6.98 Million
Q3 2019

Nov 15, 2019
SELL
$54.39 - $55.76 $48,135 - $49,347
-885 Reduced 0.72%
121,222 $6.64 Million
Q2 2019

Jul 26, 2019
BUY
N/A
2,654 Added 2.22%
122,107 $6.48 Million
Q1 2019

May 09, 2019
BUY
N/A
1,598 Added 1.36%
119,453 $6.25 Million
Q4 2018

Feb 04, 2019
BUY
N/A
502 Added 0.43%
117,855 $5.54 Million
Q3 2018

Nov 05, 2018
BUY
N/A
39,196 Added 50.15%
117,353 $6.22 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-27,178 Reduced 25.8%
78,157 $3.85 Million
Q1 2018

Apr 25, 2018
BUY
N/A
1,056 Added 1.01%
105,335 $5.17 Million
Q4 2017

Feb 06, 2018
SELL
N/A
-4,861 Reduced 4.45%
104,279 $5.34 Million
Q3 2017

Nov 08, 2017
BUY
N/A
109,140
109,140 $5.11 Million

Others Institutions Holding SCHD

# of Institutions
1,993
Shares Held
885M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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