Schwab Strategic Tr us aggregate b shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 30k | 47.52 |
| 2024-06-30 | $1.3M | 28k | 45.58 |
| 2024-03-31 | $999k | 22k | 46.00 |
| 2023-09-30 | $823k | 19k | 44.23 |
| 2023-06-30 | $798k | 17k | 46.16 |
| 2023-03-31 | $728k | 16k | 46.91 |
| 2022-12-31 | $450k | 9.9k | 45.65 |
| 2022-09-30 | $489k | 11k | 45.34 |
| 2022-06-30 | $365k | 7.6k | 47.82 |
| 2022-03-31 | $278k | 5.5k | 50.55 |
| 2021-12-31 | $210k | 3.9k | 53.87 |
| 2013-09-30 | $379k | 7.5k | 50.78 |
| 2013-06-30 | $0 | 1 | 0.00 |
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