Patriot Financial Group Insurance Agency, LLC Schwab Strategic Tr Us Large C Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $706 Million
  • Q3 2025

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 267,793 shares of SCHG stock, worth $8.5 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
267,793
Previous 426,592 37.23%
Holding current value
$8.5 Million
Previous $12.5 Million 31.42%
% of portfolio
1.21%
Previous 1.57%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025
SELL
$28.92 - $32.19 $4.59 Million - $5.11 Million
-158,799 Reduced 37.23%
267,793 $8.55 Million
Q2 2025

Jul 21, 2025
SELL
$22.27 - $29.21 $275,145 - $360,889
-12,355 Reduced 2.81%
426,592 $12.5 Million
Q1 2025

Apr 14, 2025
SELL
$24.91 - $29.02 $476,503 - $555,123
-19,129 Reduced 4.18%
438,947 $11 Million
Q4 2024

Jan 22, 2025
BUY
$25.93 - $105.3 $7.77 Million - $31.5 Million
299,517 Added 188.9%
458,076 $12.8 Million
Q3 2024

Oct 24, 2024
BUY
$92.63 - $105.69 $559,670 - $638,578
6,042 Added 3.96%
158,559 $16.5 Million
Q2 2024

Jul 26, 2024
SELL
$87.04 - $101.61 $44,564 - $52,024
-512 Reduced 0.33%
152,517 $15.4 Million
Q1 2024

Apr 30, 2024
SELL
$80.6 - $93.32 $2.02 Million - $2.34 Million
-25,024 Reduced 14.05%
153,029 $14.2 Million
Q4 2023

Jan 19, 2024
SELL
$70.08 - $83.37 $165,809 - $197,253
-2,366 Reduced 1.31%
178,053 $14.8 Million
Q3 2023

Oct 19, 2023
BUY
$71.99 - $78.02 $273,993 - $296,944
3,806 Added 2.15%
180,419 $13.1 Million
Q2 2023

Jul 17, 2023
BUY
$63.6 - $74.95 $191,754 - $225,974
3,015 Added 1.74%
176,613 $13.2 Million
Q1 2023

Apr 20, 2023
SELL
$54.19 - $65.17 $892,942 - $1.07 Million
-16,478 Reduced 8.67%
173,598 $11.3 Million
Q4 2022

Jan 17, 2023
BUY
$54.31 - $60.76 $164,450 - $183,981
3,028 Added 1.62%
190,076 $0
Q3 2022

Oct 31, 2022
BUY
$55.81 - $69.25 $1.2 Million - $1.48 Million
21,429 Added 12.94%
187,048 $10.4 Million
Q2 2022

Jul 29, 2022
BUY
$55.73 - $76.55 $808,976 - $1.11 Million
14,516 Added 9.61%
165,619 $9.6 Million
Q1 2022

May 11, 2022
BUY
$65.63 - $82.62 $5.37 Million - $6.76 Million
81,867 Added 118.24%
151,103 $11.3 Million
Q4 2021

Jan 10, 2022
BUY
$73.11 - $83.4 $284,544 - $324,592
3,892 Added 5.96%
69,236 $11.3 Million
Q3 2021

Nov 24, 2021
BUY
$73.24 - $78.94 $1.61 Million - $1.73 Million
21,974 Added 50.67%
65,344 $9.68 Million
Q2 2021

Jul 30, 2021
SELL
$65.3 - $73.24 $1.99 Million - $2.23 Million
-30,430 Reduced 41.23%
43,370 $6.33 Million
Q1 2021

Apr 29, 2021
BUY
$61.41 - $68.35 $84,745 - $94,322
1,380 Added 1.91%
73,800 $9.58 Million
Q4 2020

Jan 15, 2021
BUY
$55.95 - $64.38 $70,161 - $80,732
1,254 Added 1.76%
72,420 $9.3 Million
Q3 2020

Oct 21, 2020
BUY
$51.42 - $61.56 $92,915 - $111,238
1,807 Added 2.61%
71,166 $8.2 Million
Q2 2020

Jul 10, 2020
BUY
$37.99 - $51.32 $4,368 - $5,901
115 Added 0.17%
69,359 $7.04 Million
Q1 2020

Apr 15, 2020
BUY
$34.6 - $51.17 $4,878 - $7,214
141 Added 0.2%
69,244 $5.52 Million
Q4 2019

Jan 22, 2020
BUY
$40.97 - $46.72 $16,183 - $18,454
395 Added 0.57%
69,103 $6.42 Million
Q3 2019

Oct 25, 2019
BUY
$41.7 - $42.86 $2.6 Million - $2.67 Million
62,372 Added 984.41%
68,708 $5.77 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-96,386 Reduced 93.83%
6,336 $534,000
Q1 2019

Apr 29, 2019
BUY
N/A
142 Added 0.14%
102,722 $8.16 Million
Q4 2018

Feb 04, 2019
BUY
N/A
7,534 Added 7.93%
102,580 $7.07 Million
Q3 2018

Oct 30, 2018
SELL
N/A
-7,212 Reduced 7.05%
95,046 $7.8 Million
Q2 2018

Aug 14, 2018
BUY
N/A
81,216 Added 385.97%
102,258 $7.75 Million
Q1 2018

May 14, 2018
BUY
N/A
3,280 Added 18.47%
21,042 $1.47 Million
Q4 2017

Feb 14, 2018
BUY
N/A
2,364 Added 15.35%
17,762 $1.3 Million
Q3 2017

Oct 26, 2017
BUY
N/A
3,425 Added 28.61%
15,398 $1.03 Million
Q2 2017

Aug 08, 2017
BUY
N/A
11,973
11,973 $759,000

Others Institutions Holding SCHG

# of Institutions
1,617
Shares Held
816M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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