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REGENTATLANTIC CAPITAL LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of REGENTATLANTIC CAPITAL LLC on SCHD, newest first. How the timeline and the estimate are built.

REGENTATLANTIC CAPITAL LLC held 1,290,814 SCHD shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 1,290,814 shares
    Change vs previous 13F +1,203,589 shares

    2.56% of the 13F portfolio, value $85,749,000.

    13F-HR 0001085146-22-004038 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-06-30
    13F 87,225 shares
    Change vs previous 13F -348 shares

    0.21% of the 13F portfolio, value $6,248,000.

    13F-HR 0001085146-22-003064 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-03-31
    13F 87,573 shares
    Change vs previous 13F -173 shares

    0.2% of the 13F portfolio, value $6,909,000.

    13F-HR 0001085146-22-001649 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-12-31
    13F 87,746 shares
    Change vs previous 13F -2,203 shares

    0.2% of the 13F portfolio, value $7,093,000.

    13F-HR 0001085146-22-000347 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-09-30
    13F 89,949 shares
    Change vs previous 13F +423 shares

    0.2% of the 13F portfolio, value $6,678,000.

    13F-HR 0001085146-21-003327 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-06-30
    13F 89,526 shares
    Change vs previous 13F -183 shares

    0.21% of the 13F portfolio, value $6,770,000.

    13F-HR 0001085146-21-002383 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-03-31
    13F 89,709 shares
    Change vs previous 13F -359 shares

    0.22% of the 13F portfolio, value $6,542,000.

    13F-HR 0001085146-21-001371 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-12-31
    13F 90,068 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,777,000.

    13F-HR 0001085146-21-000461 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).