Patriot Financial Group Insurance Agency, LLC Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 4,127 shares of SCHM stock, worth $122,489. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,127
Previous 4,666
11.55%
Holding current value
$122,489
Previous $363,000
5.79%
% of portfolio
0.05%
Previous 0.05%
Shares
26 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio