Patriot Financial Group Insurance Agency, LLC Schwab Strategic Tr Long Term Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 24, 2021	SELL	$50.08 - $52.59 $50 - $52	-1 Closed	0 $0
Q2 2021 Jul 30, 2021	SELL	$47.35 - $50.59 $8,807 - $9,409	-186 Reduced 99.47%	1 $0
Q1 2021 Apr 29, 2021	BUY	$46.75 - $54.72 $8,742 - $10,232	187 New	187 $9,000

Others Institutions Holding SCHQ

# of Institutions

106

Shares Held

14.6M

Call Options Held

Put Options Held

Total Investment Management Inc Scottsdale, AZ

2.74M
Shares

$86.8 Million
10.74% of portfolio
Bank Of America Corp Charlotte, NC

2.36M
Shares

$75 Million
0.01% of portfolio
Envestnet Asset Management Inc

1.84M
Shares

$58.2 Million
0.02% of portfolio
Mirae Asset Global Investments Co., Ltd.

989K
Shares

$31.4 Million
0.15% of portfolio
Sfmg, LLC

635K
Shares

$20.1 Million
1.83% of portfolio

View Full List

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