Patriot Financial Group Insurance Agency, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	SELL	$46.81 - $48.49 $70,683 - $73,219	-1,510 Reduced 25.96%	4,306 $204,000
Q1 2022 May 11, 2022	SELL	$48.35 - $50.5 $1.31 Million - $1.37 Million	-27,104 Reduced 82.33%	5,816 $282,000
Q4 2021 Jan 10, 2022	SELL	$50.42 - $51.09 $617,443 - $625,648	-12,246 Reduced 27.11%	32,920 $1.66 Million
Q3 2021 Nov 24, 2021	SELL	$51.05 - $51.3 $363,476 - $365,256	-7,120 Reduced 13.62%	45,166 $2.31 Million
Q2 2021 Jul 30, 2021	BUY	$50.92 - $51.3 $806,318 - $812,335	15,835 Added 43.44%	52,286 $2.68 Million
Q1 2021 Apr 29, 2021	BUY	$50.81 - $51.4 $1.85 Million - $1.87 Million	36,451 New	36,451 $1.86 Million

Others Institutions Holding SCHJ

# of Institutions

Shares Held

4.62M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

1.73M
Shares

$85.6 Million
0.02% of portfolio
Envestnet Asset Management Inc

185K
Shares

$9.19 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

166K
Shares

$8.24 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

164K
Shares

$8.16 Million
0.02% of portfolio
Tap Consulting, LLC

156K
Shares

$7.72 Million
1.65% of portfolio

View Full List

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