Regal Investment Advisors LLC Schwab Strategic Tr Long Term Transaction History
Regal Investment Advisors LLC
- $1.49 Billion
- Q2 2024
A detailed history of Regal Investment Advisors LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Regal Investment Advisors LLC holds 11,574 shares of SCHQ stock, worth $395,136. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,574
Previous 15,767
26.59%
Holding current value
$395,136
Previous $531,000
28.63%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHQ
# of Institutions
93Shares Held
13.3MCall Options Held
0Put Options Held
0-
Total Investment Management Inc Scottsdale, AZ2.56MShares$87.4 Million11.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$80.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.27MShares$43.4 Million0.01% of portfolio
-
Sfmg, LLC636KShares$21.7 Million1.83% of portfolio
-
Mirae Asset Global Investments Co., Ltd.597KShares$20.4 Million0.1% of portfolio