REGENTATLANTIC CAPITAL LLC SCHD Holdings History
REGENTATLANTIC CAPITAL LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2022-09-30, REGENTATLANTIC CAPITAL LLC held 1.29 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $85.75 Mil. This investment constitutes 2.56% of their stock portfolio, and REGENTATLANTIC CAPITAL LLC now holds 0.23% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q3. And since then REGENTATLANTIC CAPITAL LLC has made 6 purchases of SCHD, at an average price of $70.89, for a total of 1.33 Mil shares. In addition, there have been 7 sales at an average price of $52.65 for 43,290.00 shares. Based on historical transaction data and SCHD's current price of $27.33, REGENTATLANTIC CAPITAL LLC's estimated gain on his SCHD holdings is $-57.02 Mil, reflecting a -60.29% gain to date.
REGENTATLANTIC CAPITAL LLC SCHD ($27.33) Holding Chart
REGENTATLANTIC CAPITAL LLC SCHD ($27.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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