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 $723,715. This represents 0.05% of its overall portfolio holdings.

Number of Shares
26,944
Previous 9,860 173.27%
Holding current value
$723,715
Previous $619,000 163.49%
% of portfolio
0.05%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$60.5 - $72.51 $1.03 Million - $1.24 Million
17,084 Added 173.27%
26,944 $1.63 Million
Q2 2022

Aug 15, 2022
BUY
$60.91 - $76.4 $121,820 - $152,800
2,000 Added 25.45%
9,860 $619,000
Q1 2022

May 02, 2022
BUY
$70.66 - $80.89 $555,387 - $635,795
7,860 New
7,860 $596,000

Others Institutions Holding SCHM

# of Institutions
1,011
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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