Patriot Financial Group Insurance Agency, LLC Schwab Intermediate Term Us Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 30, 2021	BUY	N/A	12 Added 13.95%	98 $6,000
Q1 2021 Apr 29, 2021	BUY	N/A	86 New	86 $5,000

Others Institutions Holding SCHR

# of Institutions

381

Shares Held

142M

Call Options Held

3.1K

Put Options Held

4.5K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

81M
Shares

$3.96 Billion
5.46% of portfolio
Royal Bank Of Canada Toronto, A6

11.6M
Shares

$569 Million
0.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.35M
Shares

$213 Million
0.06% of portfolio
Stifel Financial Corp St. Louis, MO

3.6M
Shares

$176 Million
0.21% of portfolio
Goldman Sachs Group Inc New York, NY

2.31M
Shares

$113 Million
0.02% of portfolio

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