Patriot Financial Group Insurance Agency, LLC Schwab Strategic Tr Us Dividen Transaction History
Patriot Financial Group Insurance Agency, LLC
- $720 Million
- Q3 2024
A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 18,971 shares of SCHD stock, worth $543,139. This represents 0.22% of its overall portfolio holdings.
Number of Shares
18,971
Previous 17,486
8.49%
Holding current value
$543,139
Previous $1.36 Million
17.95%
% of portfolio
0.22%
Previous 0.2%
Shares
16 transactions
Others Institutions Holding SCHD
# of Institutions
1,751Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$330 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$264 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$256 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$243 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$212 Million0.05% of portfolio