Regentatlantic Capital LLC Schwab Strategic Tr 1000 Index Transaction History
Regentatlantic Capital LLC
- $3.34 Billion
- Q3 2022
A detailed history of Regentatlantic Capital LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Regentatlantic Capital LLC holds 6,883 shares of SCHK stock, worth $222,320. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,883
Previous 6,391
7.7%
Holding current value
$222,320
Previous $233,000
2.15%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
238Shares Held
71.5MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA44.6MShares$1.44 Billion2.75% of portfolio
-
Legacy Wealth Management, Inc6.36MShares$205 Million12.04% of portfolio
-
Warwick Investment Management, Inc.3.5MShares$113 Million19.69% of portfolio
-
Creative Planning Overland Park, KS3.13MShares$101 Million0.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.53MShares$81.6 Million5.56% of portfolio