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

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 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 10,360 shares of SCHX stock, worth $240,352. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,360
Previous 10,026 3.33%
Holding current value
$240,352
Previous $644,000 9.01%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 12, 2024
BUY
$61.11 - $67.85 $20,410 - $22,661
334 Added 3.33%
10,360 $702,000
Q2 2024

Aug 14, 2024
BUY
$58.7 - $64.78 $82,532 - $91,080
1,406 Added 16.31%
10,026 $644,000
Q1 2024

May 15, 2024
BUY
$55.41 - $62.08 $74,692 - $83,683
1,348 Added 18.54%
8,620 $534,000
Q4 2023

Feb 14, 2024
BUY
$48.47 - $56.6 $352,473 - $411,595
7,272 New
7,272 $410,000

Others Institutions Holding SCHX

# of Institutions
1,350
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
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More about SCHX
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