Patriot Investment Management Inc. Schwab Strategic Tr Us Broad M Transaction History
Patriot Investment Management Inc.
- $1.33 Billion
- Q4 2024
A detailed history of Patriot Investment Management Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Patriot Investment Management Inc. holds 1,107,041 shares of SCHB stock, worth $24.9 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
1,107,041
Previous 374,600
195.53%
Holding current value
$24.9 Million
Previous $24.9 Million
0.85%
% of portfolio
1.89%
Previous 1.84%
Shares
24 transactions
Others Institutions Holding SCHB
# of Institutions
1,263Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$400 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$258 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$230 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$210 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$201 Million19.23% of portfolio