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 $203,117. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,883
Previous 6,391
7.7%
Holding current value
$203,117
Previous $233,000
2.15%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
198Shares Held
69.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.41 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$206 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$129 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$77.7 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$57.2 Million5.64% of portfolio