Patriot Financial Group Insurance Agency, LLC Schwab Strategic Tr Us Large C 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 Tr Us Large C stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 8,308 shares of SCHV stock, worth $230,962. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,308
Previous 5,939 39.89%
Holding current value
$230,962
Previous $439,000 51.94%
% of portfolio
0.09%
Previous 0.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$73.43 - $80.37 $173,955 - $190,396
2,369 Added 39.89%
8,308 $667,000
Q2 2024

Jul 26, 2024
BUY
$71.74 - $75.86 $2,510 - $2,655
35 Added 0.59%
5,939 $439,000
Q1 2024

Apr 30, 2024
BUY
$68.82 - $75.98 $23,123 - $25,529
336 Added 6.03%
5,904 $448,000
Q4 2023

Jan 19, 2024
SELL
$61.16 - $70.24 $2,629 - $3,020
-43 Reduced 0.77%
5,568 $390,000
Q3 2023

Oct 19, 2023
BUY
$64.45 - $69.39 $361,628 - $389,347
5,611 New
5,611 $361,000
Q2 2022

Jul 29, 2022
BUY
$60.93 - $72.3 $39,299 - $46,633
645 Added 575.89%
757 $47,000
Q1 2022

May 11, 2022
SELL
$67.71 - $74.19 $609 - $667
-9 Reduced 7.44%
112 $8,000
Q4 2021

Jan 10, 2022
BUY
$67.9 - $73.3 $2,783 - $3,005
41 Added 51.25%
121 $9,000
Q1 2021

Apr 29, 2021
BUY
$58.71 - $65.66 $4,696 - $5,252
80 New
80 $5,000
Q2 2020

Jul 10, 2020
SELL
$42.21 - $55.29 $17,432 - $22,834
-413 Closed
0 $0
Q1 2020

Apr 15, 2020
BUY
$38.4 - $61.03 $15,859 - $25,205
413 New
413 $18,000
Q2 2019

Aug 07, 2019
SELL
N/A
-428 Closed
0 $0
Q1 2019

Apr 29, 2019
BUY
N/A
428 New
428 $23,000

Others Institutions Holding SCHV

# of Institutions
831
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email