Regentatlantic Capital LLC Schwab Strategic Tr 1000 Index Transaction History
Regentatlantic Capital LLC
- $3.34 Billion
- Q3 2022
A detailed history of Regentatlantic Capital LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Regentatlantic Capital LLC holds 6,883 shares of SCHK stock, worth $205,664. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,883
Previous 6,391
7.7%
Holding current value
$205,664
Previous $233,000
2.15%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
221Shares Held
70.2MCall Options Held
3.2KPut Options Held
8.21K-
Financial Engines Advisors L.L.C. Santa Clara, CA47MShares$1.4 Billion2.72% of portfolio
-
Legacy Wealth Management, Inc6.89MShares$206 Million12.37% of portfolio
-
Warwick Investment Management, Inc.4.08MShares$122 Million22.95% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.44MShares$72.8 Million5.96% of portfolio
-
Waddell & Associates, LLC1.99MShares$59.6 Million7.2% of portfolio