Patriot Financial Group Insurance Agency, LLC Schwab Strategic Tr Intl Small Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	N/A	28 Added 36.36%	105 $3,000
Q4 2021 Jan 10, 2022	BUY	N/A	2 Added 2.67%	77 $3,000
Q2 2021 Jul 30, 2021	BUY	N/A	75 New	75 $3,000

Others Institutions Holding SCHC

# of Institutions

405

Shares Held

88.2M

Call Options Held

Put Options Held

Charles Schwab Investment Advisory, Inc. San Francisco, CA

39.2M
Shares

$1.41 Billion
1.93% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

4.42M
Shares

$159 Million
0.11% of portfolio
Savant Capital, LLC

3.64M
Shares

$131 Million
1.51% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.27M
Shares

$82 Million
0.25% of portfolio
Envestnet Asset Management Inc

1.82M
Shares

$65.8 Million
0.02% of portfolio

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