RegentAtlantic Capital »

Schwab Strategic Tr us lrg cap etf shares owned by RegentAtlantic Capital

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by RegentAtlantic Capital from 13F filings

Historical chart of RegentAtlantic Capital investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg cap etf held by RegentAtlantic Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by RegentAtlantic Capital

Quarter filed Position value Share count Share price at filing
2022-09-30 $4.7M 110k 42.35
2022-06-30 $3.6M 80k 44.66
2022-03-31 $610k 11k 53.88
2014-12-31 $6.3k 128 49.05

More positions owned by RegentAtlantic Capital

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Goldman Sachs Etf Tr Acces Treasury (GBIL)

View all positions for RegentAtlantic Capital

Top funds holding Schwab Strategic Tr us lrg cap etf

Creative Planning
Moneta Group Investment Advisors
Sage Financial
Us Bancorp
Campbell Wealth Management
Mercer Global Advisors
Sei Investments
HBK Sorce Advisory
McAdam
Northwestern Mutual Wealth Management Company
HPM Partners
BlueSky Wealth Advisors
Wealth Enhancement Advisory Services
UBS Group
Envestnet Asset Management

View all funds holding Schwab Strategic Tr us lrg cap etf