Patriot Financial Group Insurance Agency, LLC Schwab Strategic U.S. Reit ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$20.18 - $25.97 $686 - $882	34 New	34 $1,000
Q1 2021 Apr 29, 2021	SELL	$18.25 - $20.79 $383 - $436	-21 Closed	0 $0
Q2 2020 Jul 10, 2020	BUY	$14.77 - $20.35 $310 - $427	21 New	21 $1,000
Q3 2019 Oct 25, 2019	SELL	$23.18 - $23.61 $208 - $212	-9 Closed	0 $0
Q1 2019 Apr 29, 2019	BUY	N/A	9 New	9 $0

Others Institutions Holding SCHH

# of Institutions

532

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

52.9M
Shares

$1.16 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$607 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$565 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$166 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$154 Million
0.58% of portfolio

View Full List

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