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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR LONG-TERM


  • Ticker SCHQ
  • Sector ETFs
  • Industry ETFs
More about SCHQ
Track This Portfolio

Track Regal Investment Advisors LLC Portfolio

Follow Regal Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.