Regentatlantic Capital LLC Schwab Strategic Tr Us Large C Transaction History
Regentatlantic Capital LLC
- $3.34 Billion
- Q3 2022
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 109,837 shares of SCHX stock, worth $2.57 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
109,837
Previous 79,918
37.44%
Holding current value
$2.57 Million
Previous $3.57 Million
30.34%
% of portfolio
0.14%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio