Patriot Financial Group Insurance Agency, LLC Schwab Strategic Tr Us Emergin Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$24.51 - $28.87 $955 - $1,125	39 Added 17.49%	262 $7,000
Q1 2022 May 11, 2022	BUY	$25.61 - $30.82 $5,711 - $6,872	223 New	223 $6,000
Q2 2020 Jul 10, 2020	SELL	$19.87 - $25.05 $6,497 - $8,191	-327 Closed	0 $0
Q3 2018 Oct 30, 2018	BUY	N/A	327 New	327 $8,000
Q2 2018 Aug 14, 2018	SELL	N/A	-328 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	N/A	8 Added 2.5%	328 $10,000
Q2 2017 Aug 08, 2017	BUY	N/A	320	320 $8,000

Others Institutions Holding SCHE

# of Institutions

778

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$586 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$530 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$215 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$105 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$78.5 Million
4.21% of portfolio

View Full List

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