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 $15 Million. This represents 5.0% of its overall portfolio holdings.
Number of Shares
144,078
Previous 143,762
0.22%
Holding current value
$15 Million
Previous $13.3 Billion
9.01%
% of portfolio
5.0%
Previous 4.62%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,255Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.1 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$1.04 Billion0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$947 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$945 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$468 Million14.61% of portfolio