Regal Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Regal Investment Advisors LLC holds 10,882 shares of SCHM stock, worth $317,754. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,882
Previous 9,769 11.39%
Holding current value
$317,754
Previous $760,000 18.95%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 12, 2024
BUY
$75.47 - $83.18 $83,998 - $92,579
1,113 Added 11.39%
10,882 $904,000
Q2 2024

Aug 14, 2024
BUY
$75.69 - $81.19 $70,467 - $75,587
931 Added 10.53%
9,769 $760,000
Q1 2024

May 15, 2024
BUY
$72.89 - $81.43 $191,992 - $214,486
2,634 Added 42.46%
8,838 $719,000
Q4 2023

Feb 14, 2024
BUY
$63.01 - $75.95 $80,211 - $96,684
1,273 Added 25.82%
6,204 $467,000
Q3 2023

Nov 13, 2023
BUY
$66.75 - $73.98 $108,068 - $119,773
1,619 Added 48.88%
4,931 $333,000
Q2 2023

Aug 11, 2023
BUY
$65.29 - $71.03 $216,240 - $235,251
3,312 New
3,312 $235,000

Others Institutions Holding SCHM

# of Institutions
932
Shares Held
95.7M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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