Number of Shares
963,901.00
Current Holdings Value*
$26.95 Mil
% of Portfolio
2.18%
Total Estimate Gain
$-6.95 Mil
% of Total Estimate Gain
-18.02%

Regal Investment Advisors LLC's Schwab US Dividend Equity ETF Holding Summary

As of 2025-03-31, Regal Investment Advisors LLC held 963,901.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $26.95 Mil. This investment constitutes 2.18% of their stock portfolio, and Regal Investment Advisors LLC now holds 0.04% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.

The initial trade took place in 2014Q3. And since then Regal Investment Advisors LLC has made 26 purchases of SCHD, at an average price of $36.85, for a total of 1.05 Mil shares. In addition, there have been 9 sales at an average price of $63.79 for 82,144.00 shares. Based on historical transaction data and SCHD's current price of $27.35, Regal Investment Advisors LLC's estimated gain on his SCHD holdings is $-6.95 Mil, reflecting a -18.02% gain to date.

Regal Investment Advisors LLC SCHD ($27.35) Holding Chart

Regal Investment Advisors LLC SCHD ($27.35) 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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