Patriot Investment Management Inc. Schwab Strategic U.S. Mid Cap Transaction History
Patriot Investment Management Inc.
- $1.33 Billion
- Q4 2024
A detailed history of Patriot Investment Management Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Patriot Investment Management Inc. holds 310,469 shares of SCHM stock, worth $8.44 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
310,469
Previous 101,009
207.37%
Holding current value
$8.44 Million
Previous $8.39 Million
2.51%
% of portfolio
0.65%
Previous 0.62%
Shares
24 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.62 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$777 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$274 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$206 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$203 Million2.94% of portfolio