A detailed history of Patriot Investment Management Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Patriot Investment Management Inc. holds 4,684 shares of SCHV stock, worth $122,861. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,684
Previous 4,650 0.73%
Holding current value
$122,861
Previous $344,000 9.3%
% of portfolio
0.03%
Previous 0.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$73.43 - $80.37 $2,496 - $2,732
34 Added 0.73%
4,684 $376,000
Q1 2024

Apr 16, 2024

SELL
$68.82 - $75.98 $2,546 - $2,811
-37 Reduced 0.79%
4,650 $353,000
Q3 2023

Oct 17, 2023

SELL
$64.45 - $69.39 $81,078 - $87,292
-1,258 Reduced 21.16%
4,687 $302,000
Q1 2023

Apr 19, 2023

SELL
$62.59 - $69.3 $500 - $554
-8 Reduced 0.13%
5,945 $389,000
Q4 2022

Feb 14, 2023

BUY
$59.13 - $69.24 $20,340 - $23,818
344 Added 6.13%
5,953 $393,000
Q3 2022

Nov 02, 2022

SELL
$58.51 - $69.02 $643 - $759
-11 Reduced 0.2%
5,609 $328,000
Q2 2022

Jul 26, 2022

BUY
$60.93 - $72.3 $53,496 - $63,479
878 Added 18.52%
5,620 $350,000
Q1 2022

May 02, 2022

BUY
$67.71 - $74.19 $9,073 - $9,941
134 Added 2.91%
4,742 $338,000
Q4 2021

Feb 01, 2022

SELL
$67.9 - $73.3 $4,753 - $5,131
-70 Reduced 1.5%
4,608 $337,000
Q3 2021

Oct 20, 2021

SELL
$66.91 - $71.05 $189,020 - $200,716
-2,825 Reduced 37.65%
4,678 $315,000
Q2 2021

Aug 12, 2021

BUY
$65.81 - $69.75 $2,961 - $3,138
45 Added 0.6%
7,503 $513,000
Q1 2021

Apr 29, 2021

BUY
$58.71 - $65.66 $437,859 - $489,692
7,458 New
7,458 $486,000
Q4 2020

Feb 09, 2021

SELL
$50.83 - $59.53 $218,467 - $255,859
-4,298 Closed
0 $0
Q3 2020

Oct 23, 2020

BUY
$49.44 - $54.86 $9,888 - $10,972
200 Added 4.88%
4,298 $224,000
Q2 2020

Aug 11, 2020

BUY
$42.21 - $55.29 $172,976 - $226,578
4,098 New
4,098 $0
Q1 2020

May 06, 2020

SELL
$38.4 - $61.03 $152,448 - $242,289
-3,970 Closed
0 $0
Q4 2019

Feb 10, 2020

SELL
$54.73 - $60.25 $875 - $964
-16 Reduced 0.4%
3,970 $238,000
Q3 2019

Oct 30, 2019

BUY
$56.56 - $57.5 $225,448 - $229,195
3,986 New
3,986 $221,000
Q2 2019

Aug 13, 2019

SELL
N/A
-3,681 Closed
0 $0
Q1 2019

May 01, 2019

BUY
N/A
3,681 New
3,681 $201,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
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More about SCHV
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