Regal Investment Advisors LLC Schwab Strategic Tr Long Term Transaction History

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 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 14,140 shares of SCHQ stock, worth $470,296. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,140
Previous 11,574 22.17%
Holding current value
$470,296
Previous $379,000 30.34%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 12, 2024
BUY
$32.17 - $35.98 $82,548 - $92,324
2,566 Added 22.17%
14,140 $494,000
Q2 2024

Aug 14, 2024
SELL
$31.45 - $33.71 $131,869 - $141,346
-4,193 Reduced 26.59%
11,574 $379,000
Q1 2024

May 15, 2024
BUY
$32.9 - $35.0 $518,734 - $551,845
15,767 New
15,767 $531,000

Others Institutions Holding SCHQ

# of Institutions
106
Shares Held
14.6M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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