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 $2.24 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
82,452
Previous 83,312
1.03%
Holding current value
$2.24 Million
Previous $1.87 Million
4.61%
% of portfolio
0.52%
Previous 0.54%
Shares
22 transactions
Others Institutions Holding SCHE
# of Institutions
826Shares Held
143MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$555 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$508 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$227 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$94.5 Million3.99% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.38MShares$64.5 Million0.14% of portfolio