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

Regal Investment Advisors LLC

$1.46 Billion
Q3 2025

A detailed history of Regal Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Regal Investment Advisors LLC holds 183,119 shares of SCHG stock, worth $5.91 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

183,119

Previous 167,913 9.06%

Holding current value

$5.91 Million

Previous $4.9 Million 19.15%

% of portfolio

0.4%

Previous 0.38%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$28.92 - $32.19 $439,757 - $489,481	15,206 Added 9.06%	183,119 $5.84 Million
Q2 2025 Aug 11, 2025	BUY	$22.27 - $29.21 $562,094 - $737,260	25,240 Added 17.69%	167,913 $4.9 Million
Q1 2025 May 12, 2025	BUY	$24.91 - $29.02 $21,024 - $24,492	844 Added 0.6%	142,673 $3.57 Million
Q4 2024 Feb 13, 2025	BUY	$25.93 - $105.3 $2.39 Million - $9.7 Million	92,100 Added 185.2%	141,829 $3.95 Million
Q3 2024 Nov 12, 2024	SELL	$92.63 - $105.69 $33,809 - $38,576	-365 Reduced 0.73%	49,729 $5.18 Million

Q2 2024 Aug 14, 2024	SELL	$87.04 - $101.61 $267,996 - $312,857	-3,079 Reduced 5.79%	50,094 $5.05 Million
Q1 2024 May 15, 2024	BUY	$80.6 - $93.32 $3.42 Million - $3.96 Million	42,481 Added 397.32%	53,173 $4.93 Million
Q4 2023 Feb 14, 2024	BUY	$70.08 - $83.37 $320,475 - $381,251	4,573 Added 74.73%	10,692 $887,000
Q3 2023 Nov 13, 2023	BUY	$71.99 - $78.02 $178,103 - $193,021	2,474 Added 67.87%	6,119 $444,000
Q2 2023 Aug 11, 2023	BUY	$63.6 - $74.95 $231,822 - $273,192	3,645 New	3,645 $273,000
Q1 2018 Apr 25, 2018	SELL	N/A	-3,647 Closed	0 $0
Q4 2017 Feb 06, 2018	BUY	N/A	10 Added 0.27%	3,647 $258,000
Q3 2017 Nov 08, 2017	BUY	N/A	3,637	3,637 $240,000

Others Institutions Holding SCHG

# of Institutions

1,702

Shares Held

862M

Call Options Held

543K

Put Options Held

113K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.

Account

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