Regentatlantic Capital LLC Schwab Strategic U.S. Mid Cap Transaction History
Regentatlantic Capital LLC
- $3.34 Billion
- Q3 2022
A detailed history of Regentatlantic Capital LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Regentatlantic Capital LLC holds 26,944 shares of SCHM stock, worth $714,016. This represents 0.05% of its overall portfolio holdings.
Number of Shares
26,944
Previous 9,860
173.27%
Holding current value
$714,016
Previous $619,000
163.49%
% of portfolio
0.05%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,010Shares Held
275MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.57 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$758 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$267 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$201 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$198 Million2.94% of portfolio