Regent Investment Management LLC Schwab Strategic Tr Us Large C Transaction History

Regent Investment Management LLC

  • $373 Million
  • Q4 2022

A detailed history of Regent Investment Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Regent Investment Management LLC holds 5,591 shares of SCHX stock, worth $359,221. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,591
Previous 6,331 11.69%
Holding current value
$359,221
Previous $268,000 5.97%
% of portfolio
0.07%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023
SELL
$44.01 - $48.16 $32,567 - $35,638
-740 Reduced 11.69%
5,591 $252,000
Q3 2022

Oct 18, 2022
BUY
N/A
120 Added 1.93%
6,331 $268,000
Q2 2022

Jul 15, 2022
SELL
N/A
-33 Reduced 0.53%
6,211 $277,000
Q1 2022

Apr 19, 2022
BUY
N/A
3,370 Added 117.26%
6,244 $336,000
Q4 2021

Jan 27, 2022
BUY
N/A
30 Added 1.05%
2,874 $327,000
Q3 2021

Oct 21, 2021
BUY
N/A
54 Added 1.94%
2,844 $296,000
Q2 2021

Jul 16, 2021
BUY
N/A
180 Added 6.9%
2,790 $290,000
Q1 2021

Apr 20, 2021
BUY
N/A
400 Added 18.1%
2,610 $251,000
Q4 2020

Jan 27, 2021
BUY
N/A
2,210 New
2,210 $201,000

Others Institutions Holding SCHX

# of Institutions
1,257
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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