Patriot Financial Group Insurance Agency, LLC Schwab Strategic Tr Us Large C Transaction History
Patriot Financial Group Insurance Agency, LLC
- $621 Million
- Q1 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 6,439 shares of SCHX stock, worth $417,569. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,439
Previous 12,301
47.65%
Holding current value
$417,569
Previous $693,000
42.42%
% of portfolio
0.06%
Previous 0.13%
Shares
21 transactions
Others Institutions Holding SCHX
# of Institutions
1,258Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.33 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.27 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.84 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$824 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$683 Million24.51% of portfolio