Regal Investment Advisors LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Regal Investment Advisors LLC holds 141,829 shares of SCHG stock, worth $4.1 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

141,829

Previous 49,729 185.2%

Holding current value

$4.1 Million

Previous $5.18 Million 23.71%

% of portfolio

0.3%

Previous 0.37%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,448

Shares Held

2.24B

Call Options Held

264K

Put Options Held

98K

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About SCHWAB STRATEGIC TR US LARGE-C

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