Regal Investment Advisors LLC Schwab Us Aggregate Bond ETF Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Regal Investment Advisors LLC holds 75,603 shares of SCHZ stock, worth $1.75 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

75,603

Previous 30,266 149.8%

Holding current value

$1.75 Million

Previous $1.44 Million 19.33%

% of portfolio

0.13%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.63 - $47.53 $1.03 Million - $2.15 Million	45,337 Added 149.8%	75,603 $1.72 Million
Q3 2024 Nov 12, 2024	BUY	$45.2 - $47.87 $101,654 - $107,659	2,249 Added 8.03%	30,266 $1.44 Million
Q2 2024 Aug 14, 2024	BUY	$44.66 - $45.99 $281,715 - $290,104	6,308 Added 29.06%	28,017 $1.28 Million
Q1 2024 May 15, 2024	BUY	$45.44 - $46.67 $12,177 - $12,507	268 Added 1.25%	21,709 $998,000
Q4 2023 Feb 14, 2024	BUY	$43.09 - $46.83 $121,772 - $132,341	2,826 Added 15.18%	21,441 $999,000
Q3 2023 Nov 13, 2023	BUY	$44.14 - $46.33 $58,353 - $61,248	1,322 Added 7.64%	18,615 $823,000
Q2 2023 Aug 11, 2023	BUY	$45.86 - $47.33 $81,814 - $84,436	1,784 Added 11.5%	17,293 $798,000
Q1 2023 May 11, 2023	BUY	$45.33 - $47.44 $255,842 - $267,751	5,644 Added 57.21%	15,509 $727,000
Q4 2022 Mar 01, 2023	SELL	$44.04 - $47.03 $40,516 - $43,267	-920 Reduced 8.53%	9,865 $450,000
Q3 2022 Nov 15, 2022	BUY	$44.98 - $49.09 $141,776 - $154,731	3,152 Added 41.29%	10,785 $489,000
Q2 2022 Aug 09, 2022	BUY	$46.62 - $50.36 $99,487 - $107,468	2,134 Added 38.81%	7,633 $365,000
Q1 2022 May 09, 2022	BUY	$50.05 - $53.52 $80,130 - $85,685	1,601 Added 41.07%	5,499 $278,000
Q4 2021 Feb 10, 2022	BUY	$53.63 - $54.52 $209,049 - $212,518	3,898 New	3,898 $210,000

Others Institutions Holding SCHZ

# of Institutions

682

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Regal Investment Advisors LLC Schwab Us Aggregate Bond ETF Transaction History