Regent Investment Management LLC Schwab Strategic Tr Us Emergin Transaction History
Regent Investment Management LLC
- $373 Million
- Q4 2022
A detailed history of Regent Investment Management LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Regent Investment Management LLC holds 82,452 shares of SCHE stock, worth $2.19 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
82,452
Previous 83,312
1.03%
Holding current value
$2.19 Million
Previous $1.87 Million
4.61%
% of portfolio
0.52%
Previous 0.54%
Shares
22 transactions
Others Institutions Holding SCHE
# of Institutions
763Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.27 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$620 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$529 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$324 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$155 Million0.24% of portfolio