Regal Investment Advisors LLC Schwab Strategic Tr Us Small C Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Regal Investment Advisors LLC holds 12,795 shares of SCHA stock, worth $327,679. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,795

Previous 20,574 37.81%

Holding current value

$327,679

Previous $1.06 Million 68.84%

% of portfolio

0.03%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$25.33 - $51.16 $197,042 - $397,973	-7,779 Reduced 37.81%	12,795 $330,000
Q3 2024 Nov 12, 2024	BUY	$46.9 - $51.96 $58,062 - $64,326	1,238 Added 6.4%	20,574 $1.06 Million
Q2 2024 Aug 14, 2024	BUY	$45.24 - $49.04 $84,191 - $91,263	1,861 Added 10.65%	19,336 $917,000
Q1 2024 May 15, 2024	BUY	$44.84 - $49.24 $250,386 - $274,956	5,584 Added 46.96%	17,475 $860,000
Q4 2023 Feb 14, 2024	BUY	$38.13 - $48.02 $104,323 - $131,382	2,736 Added 29.89%	11,891 $561,000
Q3 2023 Nov 13, 2023	BUY	$40.85 - $46.1 $152,329 - $171,906	3,729 Added 68.72%	9,155 $379,000
Q2 2023 Aug 11, 2023	BUY	$39.91 - $43.82 $216,551 - $237,767	5,426 New	5,426 $237,000

Others Institutions Holding SCHA

# of Institutions

1,244

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

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About SCHWAB STRATEGIC TR US SMALL-C

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Regal Investment Advisors LLC Schwab Strategic Tr Us Small C Transaction History