Regimen Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Regimen Wealth, LLC

$290 Billion
Q2 2024

A detailed history of Regimen Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Regimen Wealth, LLC holds 144,078 shares of SCHG stock, worth $3.99 Million. This represents 5.0% of its overall portfolio holdings.

Number of Shares

144,078

Previous 143,762 0.22%

Holding current value

$3.99 Million

Previous $13.3 Billion 9.01%

% of portfolio

5.0%

Previous 4.62%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$87.04 - $101.61 $27,504 - $32,108	316 Added 0.22%	144,078 $14.5 Billion
Q1 2024 May 14, 2024	SELL	$80.6 - $93.32 $1.52 Million - $1.76 Million	-18,847 Reduced 11.59%	143,762 $13.3 Billion
Q4 2023 Feb 13, 2024	SELL	$70.08 - $83.37 $2.44 Million - $2.91 Million	-34,854 Reduced 17.65%	162,609 $13.6 Billion
Q3 2023 Nov 13, 2023	BUY	$71.99 - $78.02 $60,111 - $65,146	835 Added 0.42%	197,463 $14.4 Billion
Q2 2023 Aug 08, 2023	BUY	$63.6 - $74.95 $623,534 - $734,809	9,804 Added 5.25%	196,628 $14.7 Billion
Q1 2023 May 05, 2023	SELL	$54.19 - $65.17 $3.31 Million - $3.98 Million	-61,129 Reduced 24.65%	186,824 $12.8 Billion
Q4 2022 Feb 06, 2023	BUY	$54.31 - $60.76 $13.5 Million - $15.1 Million	247,953 New	247,953 $13.7 Billion

Others Institutions Holding SCHG

# of Institutions

1,279

Shares Held

173M

Call Options Held

87.6K

Put Options Held

27.4K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Regimen Wealth, LLC Schwab Strategic Tr Us Large C Transaction History