Patriot Investment Management Inc. Schwab Strategic Tr Us Large C Transaction History

Patriot Investment Management Inc.

$1.52 Billion
Q3 2025

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 361,003 shares of SCHX stock, worth $9.44 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

361,003

Previous 366,285 1.44%

Holding current value

$9.44 Million

Previous $8.95 Million 6.21%

% of portfolio

0.62%

Previous 0.62%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$24.46 - $26.5 $129,197 - $139,973	-5,282 Reduced 1.44%	361,003 $9.51 Million
Q2 2025 Jul 15, 2025	SELL	$19.6 - $24.44 $24,539 - $30,598	-1,252 Reduced 0.34%	366,285 $8.95 Million
Q1 2025 Apr 16, 2025	SELL	$21.75 - $24.28 $52,069 - $58,126	-2,394 Reduced 0.65%	367,537 $8.07 Million
Q4 2024 Jan 21, 2025	BUY	$22.4 - $68.28 $5.58 Million - $17 Million	249,299 Added 206.66%	369,931 $8.58 Million
Q3 2024 Oct 11, 2024	SELL	$61.11 - $67.85 $140,675 - $156,190	-2,302 Reduced 1.87%	120,632 $8.18 Million
Q2 2024 Jul 15, 2024	SELL	$58.7 - $64.78 $712,500 - $786,299	-12,138 Reduced 8.99%	122,934 $7.9 Million
Q1 2024 Apr 16, 2024	SELL	$55.41 - $62.08 $1.01 Million - $1.13 Million	-18,224 Reduced 11.89%	135,072 $8.38 Million
Q4 2023 Jan 17, 2024	SELL	$48.47 - $56.6 $23,895 - $27,903	-493 Reduced 0.32%	153,296 $8.65 Million
Q3 2023 Oct 17, 2023	BUY	$50.36 - $54.21 $706,601 - $760,620	14,031 Added 10.04%	153,789 $7.78 Million
Q2 2023 Jul 13, 2023	BUY	$47.67 - $52.37 $69,550 - $76,407	1,459 Added 1.05%	139,758 $7.32 Million
Q1 2023 Apr 19, 2023	BUY	$44.78 - $49.41 $73,215 - $80,785	1,635 Added 1.2%	138,299 $6.69 Million
Q4 2022 Feb 14, 2023	BUY	$42.25 - $48.16 $50,277 - $57,310	1,190 Added 0.88%	136,664 $6.17 Million
Q3 2022 Nov 02, 2022	BUY	$42.35 - $51.01 $242,199 - $291,726	5,719 Added 4.41%	135,474 $5.74 Million
Q2 2022 Jul 26, 2022	BUY	$43.35 - $54.51 $19,810 - $24,911	457 Added 0.35%	129,755 $5.79 Million
Q1 2022 May 02, 2022	BUY	$49.51 - $57.27 $3.31 Million - $3.83 Million	66,951 Added 107.38%	129,298 $6.96 Million
Q4 2021 Feb 01, 2022	BUY	$51.9 - $57.29 $27,974 - $30,879	539 Added 0.87%	62,347 $7.1 Million
Q3 2021 Oct 20, 2021	BUY	$51.52 - $54.94 $10,200 - $10,878	198 Added 0.32%	61,808 $6.43 Million
Q2 2021 Aug 12, 2021	SELL	$48.62 - $52.01 $1.16 Million - $1.24 Million	-23,813 Reduced 27.88%	61,610 $6.41 Million
Q1 2021 Apr 29, 2021	BUY	$44.9 - $48.34 $2.39 Million - $2.58 Million	53,322 Added 166.11%	85,423 $8.2 Million
Q4 2020 Feb 09, 2021	SELL	$39.35 - $45.48 $2.95 Million - $3.42 Million	-75,095 Reduced 70.05%	32,101 $2.92 Million
Q3 2020 Oct 23, 2020	BUY	$37.26 - $43.03 $15,313 - $17,685	411 Added 0.38%	107,196 $8.64 Million
Q2 2020 Aug 11, 2020	BUY	$29.25 - $38.76 $122,440 - $162,249	4,186 Added 4.08%	106,785 $0
Q1 2020 May 06, 2020	BUY	$26.61 - $40.52 $584,595 - $890,183	21,969 Added 27.25%	102,599 $6.28 Million
Q4 2019 Feb 10, 2020	BUY	$34.42 - $38.54 $24,094 - $26,978	700 Added 0.88%	80,630 $6.19 Million
Q3 2019 Oct 30, 2019	BUY	$35.28 - $36.01 $15,664 - $15,988	444 Added 0.56%	79,930 $5.6 Million
Q2 2019 Aug 13, 2019	BUY	N/A	509 Added 0.64%	79,486 $5.58 Million
Q1 2019 May 01, 2019	BUY	N/A	78,977 New	78,977 $5.34 Million

Others Institutions Holding SCHX

# of Institutions

1,590

Shares Held

1.14B

Call Options Held

68.6K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Investment Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Patriot Investment Management Inc. with notifications on news.

Account

Patriot Investment Management Inc. Schwab Strategic Tr Us Large C Transaction History