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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$31.0 - $38.49 $868 - $1,077	28 Added 36.36%	105 $3,000
Q4 2021 Jan 10, 2022	BUY	$39.06 - $43.63 $78 - $87	2 Added 2.67%	77 $3,000
Q2 2021 Jul 30, 2021	BUY	$40.16 - $43.04 $3,011 - $3,228	75 New	75 $3,000

Others Institutions Holding SCHC

# of Institutions

422

Shares Held

45.7M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

4.71M
Shares

$168 Million
0.12% of portfolio
Savant Capital, LLC

3.18M
Shares

$114 Million
1.04% of portfolio
Tiaa, Fsb St. Louis, MO

1.68M
Shares

$59.9 Million
0.21% of portfolio
State Street Corp Boston, MA

1.53M
Shares

$54.6 Million
0.0% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.53M
Shares

$54.6 Million
0.18% of portfolio

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