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 $218,749. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,308
Previous 5,939 39.89%
Holding current value
$218,749
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
836
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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