A detailed history of Regentatlantic Capital LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Regentatlantic Capital LLC holds 6,913 shares of SCHV stock, worth $192,181. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,913
Previous 6,839 1.08%
Holding current value
$192,181
Previous $427,000 5.39%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2022

BUY
$58.51 - $69.02 $4,329 - $5,107
74 Added 1.08%
6,913 $404,000
Q2 2022

Aug 15, 2022

BUY
$60.93 - $72.3 $24,006 - $28,486
394 Added 6.11%
6,839 $427,000
Q1 2022

May 02, 2022

BUY
$67.71 - $74.19 $5,281 - $5,786
78 Added 1.23%
6,445 $460,000
Q4 2021

Jan 27, 2022

BUY
$67.9 - $73.3 $17,382 - $18,764
256 Added 4.19%
6,367 $466,000
Q3 2021

Nov 15, 2021

BUY
$66.91 - $71.05 $5,754 - $6,110
86 Added 1.43%
6,111 $412,000
Q2 2021

Aug 12, 2021

BUY
$65.81 - $69.75 $396,505 - $420,243
6,025 New
6,025 $412,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Regentatlantic Capital LLC Portfolio

Follow Regentatlantic Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regentatlantic Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regentatlantic Capital LLC with notifications on news.