Regal Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Regal Investment Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,263	Closed	-$215K	–	564
2024 Q2	$215K	Buy	10,263 +249	+2%	+$5.04K	0.01%	536
2024 Q1	$204K	Buy	+10,014	New	+$194K	0.01%	550
2015 Q4	–	Sell	-330	Closed	-$2K	–	762
2015 Q3	$2K	Hold	330	–	–	﹤0.01%	946
2015 Q2	$2K	Hold	330	–	–	﹤0.01%	850
2015 Q1	$3K	Hold	330	–	–	﹤0.01%	879
2014 Q4	$3K	Buy	+330	New	+$2.67K	﹤0.01%	823
2013 Q3	–	Sell	-28,110	Closed	-$182K	–	944
2013 Q2	$182K	Buy	+28,110	New	+$183K	0.1%	158

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return