Regal Investment Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Regal Investment Advisors LLC holds 30,266 shares of SCHZ stock, worth $688,248. This represents 0.1% of its overall portfolio holdings.

Number of Shares
30,266
Previous 28,017 8.03%
Holding current value
$688,248
Previous $1.28 Million 12.61%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Nov 12, 2024
BUY
$45.2 - $47.87 $101,654 - $107,659
2,249 Added 8.03%
30,266 $1.44 Million
Q2 2024

Aug 14, 2024
BUY
$44.66 - $45.99 $281,715 - $290,104
6,308 Added 29.06%
28,017 $1.28 Million
Q1 2024

May 15, 2024
BUY
$45.44 - $46.67 $12,177 - $12,507
268 Added 1.25%
21,709 $998,000
Q4 2023

Feb 14, 2024
BUY
$43.09 - $46.83 $121,772 - $132,341
2,826 Added 15.18%
21,441 $999,000
Q3 2023

Nov 13, 2023
BUY
$44.14 - $46.33 $58,353 - $61,248
1,322 Added 7.64%
18,615 $823,000
Q2 2023

Aug 11, 2023
BUY
$45.86 - $47.33 $81,814 - $84,436
1,784 Added 11.5%
17,293 $798,000
Q1 2023

May 11, 2023
BUY
$45.33 - $47.44 $255,842 - $267,751
5,644 Added 57.21%
15,509 $727,000
Q4 2022

Mar 01, 2023
SELL
$44.04 - $47.03 $40,516 - $43,267
-920 Reduced 8.53%
9,865 $450,000
Q3 2022

Nov 15, 2022
BUY
$44.98 - $49.09 $141,776 - $154,731
3,152 Added 41.29%
10,785 $489,000
Q2 2022

Aug 09, 2022
BUY
$46.62 - $50.36 $99,487 - $107,468
2,134 Added 38.81%
7,633 $365,000
Q1 2022

May 09, 2022
BUY
$50.05 - $53.52 $80,130 - $85,685
1,601 Added 41.07%
5,499 $278,000
Q4 2021

Feb 10, 2022
BUY
$53.63 - $54.52 $209,049 - $212,518
3,898 New
3,898 $210,000

Others Institutions Holding SCHZ

# of Institutions
630
Shares Held
105M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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.

Choose your preferred platform and Sign Up 👇 Telegram Email