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

Regimen Wealth, LLC

$309 Billion
Q3 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 5,672 shares of SCHX stock, worth $135,447. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,672

Previous 5,637 0.62%

Holding current value

$135,447

Previous $362 Million 6.26%

% of portfolio

0.12%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $2,138 - $2,374	35 Added 0.62%	5,672 $385 Million
Q2 2024 Aug 14, 2024	BUY	$58.7 - $64.78 $352 - $388	6 Added 0.11%	5,637 $362 Million
Q1 2024 May 14, 2024	SELL	$55.41 - $62.08 $25,765 - $28,867	-465 Reduced 7.63%	5,631 $349 Million
Q4 2023 Feb 13, 2024	BUY	$48.47 - $56.6 $1,211 - $1,415	25 Added 0.41%	6,096 $344 Million
Q3 2023 Nov 13, 2023	BUY	$50.36 - $54.21 $1,158 - $1,246	23 Added 0.38%	6,071 $307 Million
Q2 2023 Aug 08, 2023	BUY	$47.67 - $52.37 $1,048 - $1,152	22 Added 0.37%	6,048 $317 Million
Q1 2023 May 05, 2023	BUY	$44.78 - $49.41 $5,239 - $5,780	117 Added 1.98%	6,026 $291 Million
Q4 2022 Feb 06, 2023	BUY	$42.25 - $48.16 $249,655 - $284,577	5,909 New	5,909 $267 Million

Others Institutions Holding SCHX

# of Institutions

1,379

Shares Held

489M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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