Schwab Strategic Tr cmn shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.5M | 24k | 64.46 |
| 2023-06-30 | $1.4M | 21k | 67.09 |
| 2023-03-31 | $1.2M | 18k | 65.58 |
| 2022-12-31 | $1.2M | 18k | 66.02 |
| 2022-09-30 | $1.0M | 17k | 58.51 |
| 2022-06-30 | $1.0M | 16k | 62.41 |
| 2022-03-31 | $975k | 14k | 71.38 |
| 2021-12-31 | $957k | 13k | 73.25 |
| 2021-09-30 | $887k | 13k | 67.47 |
| 2021-06-30 | $870k | 13k | 68.37 |
| 2020-12-31 | $649k | 11k | 59.54 |
| 2020-06-30 | $514k | 10k | 50.11 |
| 2019-12-31 | $571k | 9.5k | 60.10 |
| 2019-09-30 | $399k | 7.0k | 56.68 |
| 2019-06-30 | $315k | 5.6k | 56.22 |
| 2019-03-31 | $295k | 5.4k | 54.73 |
| 2018-12-31 | $345k | 7.0k | 49.34 |
| 2018-09-30 | $347k | 6.2k | 56.13 |
| 2018-06-30 | $256k | 4.8k | 53.13 |
| 2018-03-31 | $284k | 5.4k | 52.79 |
| 2017-12-31 | $513k | 9.4k | 54.66 |
| 2017-09-30 | $466k | 9.0k | 51.86 |
| 2017-06-30 | $468k | 9.3k | 50.23 |
| 2017-03-31 | $461k | 9.3k | 49.68 |
| 2016-12-31 | $472k | 9.8k | 48.09 |
| 2016-09-30 | $332k | 7.3k | 45.52 |
| 2016-06-30 | $377k | 8.4k | 44.75 |
| 2016-03-31 | $308k | 7.1k | 43.25 |
| 2015-12-31 | $206k | 4.9k | 42.28 |
| 2015-09-30 | $114k | 2.9k | 39.67 |
| 2015-06-30 | $39k | 912 | 42.76 |