Regal Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Regal Investment Advisors LLC
- $1.49 Billion
- Q2 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 9,769 shares of SCHM stock, worth $803,304. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,769
Previous 8,838
10.53%
Holding current value
$803,304
Previous $719,000
5.7%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio