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 $192,586. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,883
Previous 6,391
7.7%
Holding current value
$192,586
Previous $233,000
2.15%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHK
# of Institutions
176Shares Held
34.9MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$676 Million2.82% of portfolio
-
Legacy Wealth Management, Inc3.59MShares$101 Million12.87% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$52.5 Million23.08% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.27MShares$35.5 Million5.84% of portfolio
-
Waddell & Associates, LLC950KShares$26.6 Million6.58% of portfolio