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

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 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 34,000 shares of SCHV stock, worth $895,220. This represents 0.2% of its overall portfolio holdings.

Number of Shares
34,000
Previous 32,619 4.23%
Holding current value
$895,220
Previous $2.42 Million 13.08%
% of portfolio
0.2%
Previous 0.16%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$73.43 - $80.37 $101,406 - $110,990
1,381 Added 4.23%
34,000 $2.73 Million
Q2 2024

Aug 14, 2024
BUY
$71.74 - $75.86 $53,087 - $56,136
740 Added 2.32%
32,619 $2.42 Million
Q1 2024

May 15, 2024
BUY
$68.82 - $75.98 $319,806 - $353,079
4,647 Added 17.06%
31,879 $2.42 Million
Q4 2023

Feb 14, 2024
BUY
$61.16 - $70.24 $196,568 - $225,751
3,214 Added 13.38%
27,232 $1.91 Million
Q3 2023

Nov 13, 2023
BUY
$64.45 - $69.39 $187,742 - $202,133
2,913 Added 13.8%
24,018 $1.55 Million
Q2 2023

Aug 11, 2023
BUY
$63.33 - $67.21 $210,065 - $222,935
3,317 Added 18.65%
21,105 $1.42 Million
Q1 2023

May 11, 2023
SELL
$62.59 - $69.3 $62 - $69
-1 Reduced 0.01%
17,788 $1.17 Million
Q4 2022

Mar 01, 2023
BUY
$59.13 - $69.24 $27,081 - $31,711
458 Added 2.64%
17,789 $1.17 Million
Q3 2022

Nov 15, 2022
BUY
$58.51 - $69.02 $61,494 - $72,540
1,051 Added 6.46%
17,331 $1.01 Million
Q2 2022

Aug 09, 2022
BUY
$60.93 - $72.3 $159,697 - $189,498
2,621 Added 19.19%
16,280 $1.02 Million
Q1 2022

May 09, 2022
BUY
$67.71 - $74.19 $40,287 - $44,143
595 Added 4.55%
13,659 $975,000
Q4 2021

Feb 10, 2022
SELL
$67.9 - $73.3 $5,635 - $6,083
-83 Reduced 0.63%
13,064 $957,000
Q3 2021

Nov 05, 2021
BUY
$66.91 - $71.05 $28,302 - $30,054
423 Added 3.32%
13,147 $887,000
Q2 2021

Aug 09, 2021
BUY
$65.81 - $69.75 $837,366 - $887,499
12,724 New
12,724 $870,000
Q1 2021

May 12, 2021
SELL
$58.71 - $65.66 $639,997 - $715,759
-10,901 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$50.83 - $59.53 $554,097 - $648,936
10,901 New
10,901 $649,000
Q3 2020

Nov 13, 2020
SELL
$49.44 - $54.86 $507,155 - $562,753
-10,258 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$42.21 - $55.29 $432,990 - $567,164
10,258 New
10,258 $514,000
Q1 2020

May 12, 2020
SELL
$38.4 - $61.03 $364,838 - $579,846
-9,501 Closed
0 $0
Q4 2019

Jan 29, 2020
BUY
$54.73 - $60.25 $134,745 - $148,335
2,462 Added 34.98%
9,501 $571,000
Q3 2019

Nov 15, 2019
BUY
$56.56 - $57.5 $81,220 - $82,570
1,436 Added 25.63%
7,039 $399,000
Q2 2019

Jul 26, 2019
BUY
N/A
213 Added 3.95%
5,603 $315,000
Q1 2019

May 09, 2019
SELL
N/A
-1,602 Reduced 22.91%
5,390 $295,000
Q4 2018

Feb 04, 2019
BUY
N/A
810 Added 13.1%
6,992 $345,000
Q3 2018

Nov 05, 2018
BUY
N/A
1,364 Added 28.31%
6,182 $347,000
Q2 2018

Aug 10, 2018
SELL
N/A
-562 Reduced 10.45%
4,818 $256,000
Q1 2018

Apr 25, 2018
SELL
N/A
-4,005 Reduced 42.67%
5,380 $284,000
Q4 2017

Feb 06, 2018
BUY
N/A
399 Added 4.44%
9,385 $513,000
Q3 2017

Nov 08, 2017
BUY
N/A
8,986
8,986 $466,000

Others Institutions Holding SCHV

# of Institutions
836
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
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