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 $120,508. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,127
Previous 4,666
11.55%
Holding current value
$120,508
Previous $363,000
5.79%
% of portfolio
0.05%
Previous 0.05%
Shares
26 transactions
Others Institutions Holding SCHM
# of Institutions
932Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$620 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.6 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$65.1 Million2.77% of portfolio