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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$77.02 - $85.06 $114,374 - $126,314
1,485 Added 8.49%
18,971 $1.6 Million
Q2 2024

Jul 26, 2024

BUY
$75.81 - $80.15 $45,789 - $48,410
604 Added 3.58%
17,486 $1.36 Million
Q1 2024

Apr 30, 2024

BUY
$75.25 - $80.63 $112,875 - $120,945
1,500 Added 9.75%
16,882 $1.36 Million
Q4 2023

Jan 19, 2024

BUY
$66.9 - $76.32 $148,852 - $169,811
2,225 Added 16.91%
15,382 $1.17 Million
Q3 2023

Oct 19, 2023

BUY
$70.63 - $75.66 $91,889 - $98,433
1,301 Added 10.97%
13,157 $930,000
Q2 2023

Jul 17, 2023

BUY
$69.18 - $73.94 $57,281 - $61,222
828 Added 7.51%
11,856 $860,000
Q1 2023

Apr 20, 2023

BUY
$70.28 - $78.03 $78,783 - $87,471
1,121 Added 11.32%
11,028 $806,000
Q4 2022

Jan 17, 2023

BUY
$67.16 - $79.06 $277,706 - $326,913
4,135 Added 71.64%
9,907 $0
Q3 2022

Oct 31, 2022

BUY
$66.43 - $77.87 $207,992 - $243,810
3,131 Added 118.55%
5,772 $383,000
Q2 2022

Jul 29, 2022

BUY
$70.31 - $80.24 $69,466 - $79,277
988 Added 59.77%
2,641 $189,000
Q1 2022

May 11, 2022

SELL
$75.14 - $81.94 $156,817 - $171,008
-2,087 Reduced 55.8%
1,653 $130,000
Q4 2021

Jan 10, 2022

BUY
$74.93 - $80.86 $37,165 - $40,106
496 Added 15.29%
3,740 $303,000
Q3 2021

Nov 24, 2021

BUY
$74.23 - $78.13 $130,941 - $137,821
1,764 Added 119.19%
3,244 $24,000
Q2 2021

Jul 30, 2021

BUY
$73.32 - $77.65 $66,501 - $70,428
907 Added 158.29%
1,480 $112,000
Q1 2021

Apr 29, 2021

BUY
$63.23 - $73.67 $63 - $73
1 Added 0.17%
573 $42,000
Q4 2020

Jan 15, 2021

BUY
$54.8 - $65.16 $31,345 - $37,271
572 New
572 $37,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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  • Sector ETFs
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