Regal Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History

Regal Investment Advisors LLC

  • $1.43 Billion
  • Q1 2024

A detailed history of Regal Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Regal Investment Advisors LLC holds 31,879 shares of SCHV stock, worth $2.36 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
31,879
Previous 27,232 17.06%
Holding current value
$2.36 Million
Previous $1.91 Million 26.94%
% of portfolio
0.17%
Previous 0.15%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$68.82 - $75.98 $319,806 - $353,079
4,647 Added 17.06%
31,879 $2.42 Million
Q4 2023

Feb 14, 2024
BUY
$61.16 - $70.24 $196,568 - $225,751
3,214 Added 13.38%
27,232 $1.91 Million
Q3 2023

Nov 13, 2023
BUY
$64.45 - $69.39 $187,742 - $202,133
2,913 Added 13.8%
24,018 $1.55 Million
Q2 2023

Aug 11, 2023
BUY
$63.33 - $67.21 $210,065 - $222,935
3,317 Added 18.65%
21,105 $1.42 Million
Q1 2023

May 11, 2023
SELL
$62.59 - $69.3 $62 - $69
-1 Reduced 0.01%
17,788 $1.17 Million
Q4 2022

Mar 01, 2023
BUY
$64.27 - $69.24 $29,435 - $31,711
458 Added 2.64%
17,789 $1.17 Million
Q3 2022

Nov 15, 2022
BUY
N/A
1,051 Added 6.46%
17,331 $1.01 Million
Q2 2022

Aug 09, 2022
BUY
N/A
2,621 Added 19.19%
16,280 $1.02 Million
Q1 2022

May 09, 2022
BUY
N/A
595 Added 4.55%
13,659 $975,000
Q4 2021

Feb 10, 2022
SELL
N/A
-83 Reduced 0.63%
13,064 $957,000
Q3 2021

Nov 05, 2021
BUY
N/A
423 Added 3.32%
13,147 $887,000
Q2 2021

Aug 09, 2021
BUY
N/A
12,724 New
12,724 $870,000
Q1 2021

May 12, 2021
SELL
N/A
-10,901 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
N/A
10,901 New
10,901 $649,000
Q3 2020

Nov 13, 2020
SELL
N/A
-10,258 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
N/A
10,258 New
10,258 $514,000
Q1 2020

May 12, 2020
SELL
N/A
-9,501 Closed
0 $0
Q4 2019

Jan 29, 2020
BUY
N/A
2,462 Added 34.98%
9,501 $571,000
Q3 2019

Nov 15, 2019
BUY
N/A
1,436 Added 25.63%
7,039 $399,000
Q2 2019

Jul 26, 2019
BUY
N/A
213 Added 3.95%
5,603 $315,000
Q1 2019

May 09, 2019
SELL
N/A
-1,602 Reduced 22.91%
5,390 $295,000
Q4 2018

Feb 04, 2019
BUY
N/A
810 Added 13.1%
6,992 $345,000
Q3 2018

Nov 05, 2018
BUY
N/A
1,364 Added 28.31%
6,182 $347,000
Q2 2018

Aug 10, 2018
SELL
N/A
-562 Reduced 10.45%
4,818 $256,000
Q1 2018

Apr 25, 2018
SELL
N/A
-4,005 Reduced 42.67%
5,380 $284,000
Q4 2017

Feb 06, 2018
BUY
N/A
399 Added 4.44%
9,385 $513,000
Q3 2017

Nov 08, 2017
BUY
N/A
8,986
8,986 $466,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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