Regimen Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Regimen Wealth, LLC

$337 Billion
Q3 2025

A detailed history of Regimen Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Regimen Wealth, LLC holds 16,730 shares of SCHX stock, worth $444,014. This represents 0.13% of its overall portfolio holdings.

Number of Shares

16,730

Previous 16,685 0.27%

Holding current value

$444,014

Previous $408 Million 8.06%

% of portfolio

0.13%

Previous 0.13%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$24.46 - $26.5 $1,100 - $1,192	45 Added 0.27%	16,730 $441 Million
Q2 2025 Aug 06, 2025	BUY	$19.6 - $24.44 $999 - $1,246	51 Added 0.31%	16,685 $408 Million
Q1 2025 May 14, 2025	BUY	$21.75 - $24.28 $10,701 - $11,945	492 Added 3.05%	16,634 $367 Million
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $234,527 - $714,891	10,470 Added 184.59%	16,142 $374 Million
Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $2,138 - $2,374	35 Added 0.62%	5,672 $385 Million

Q2 2024 Aug 14, 2024	BUY	$58.7 - $64.78 $352 - $388	6 Added 0.11%	5,637 $362 Million
Q1 2024 May 14, 2024	SELL	$55.41 - $62.08 $25,765 - $28,867	-465 Reduced 7.63%	5,631 $349 Million
Q4 2023 Feb 13, 2024	BUY	$48.47 - $56.6 $1,211 - $1,415	25 Added 0.41%	6,096 $344 Million
Q3 2023 Nov 13, 2023	BUY	$50.36 - $54.21 $1,158 - $1,246	23 Added 0.38%	6,071 $307 Million
Q2 2023 Aug 08, 2023	BUY	$47.67 - $52.37 $1,048 - $1,152	22 Added 0.37%	6,048 $317 Million
Q1 2023 May 05, 2023	BUY	$44.78 - $49.41 $5,239 - $5,780	117 Added 1.98%	6,026 $291 Million
Q4 2022 Feb 06, 2023	BUY	$42.25 - $48.16 $249,655 - $284,577	5,909 New	5,909 $267 Million

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Regimen Wealth, LLC Schwab Strategic Tr Us Large C Transaction History