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 5,637 shares of SCHX stock, worth $133,315. This represents 0.12% of its overall portfolio holdings.
Number of Shares
5,637
Previous 5,631
0.11%
Holding current value
$133,315
Previous $349 Million
3.64%
% of portfolio
0.12%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding SCHX
# of Institutions
1,336Shares Held
460MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.53 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$660 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$487 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$296 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$251 Million25.33% of portfolio