Schwab U S Small Cap ETF shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $304k | 6.2k | 49.24 |
| 2023-12-31 | $329k | 7.0k | 47.24 |
| 2023-09-30 | $229k | 5.5k | 41.42 |
| 2023-06-30 | $290k | 6.6k | 43.80 |
| 2023-03-31 | $371k | 8.9k | 41.93 |
| 2022-12-31 | $280k | 6.9k | 40.51 |
| 2022-09-30 | $442k | 12k | 37.79 |
| 2022-06-30 | $854k | 22k | 38.98 |
| 2022-03-31 | $1.3M | 27k | 47.37 |
| 2021-12-31 | $1.6M | 16k | 102.38 |
| 2021-09-30 | $1.4M | 14k | 100.12 |
| 2021-06-30 | $1.4M | 13k | 104.63 |
| 2021-03-31 | $1.1M | 11k | 99.65 |
| 2020-12-31 | $280k | 3.1k | 89.00 |
| 2020-09-30 | $195k | 2.9k | 68.28 |
| 2020-06-30 | $280k | 4.3k | 65.34 |
| 2020-03-31 | $208k | 4.0k | 51.61 |
| 2019-12-31 | $155k | 2.0k | 75.65 |
| 2019-09-30 | $33k | 471 | 70.06 |
| 2019-06-30 | $34k | 470 | 72.34 |
| 2019-03-31 | $32k | 459 | 69.72 |
| 2018-12-31 | $13k | 222 | 58.56 |
| 2018-09-30 | $13k | 174 | 74.71 |
| 2018-06-30 | $3.0k | 41 | 73.17 |
| 2018-03-31 | $10k | 153 | 65.36 |
| 2017-12-31 | $11k | 153 | 71.90 |
| 2017-09-30 | $10k | 152 | 65.79 |
| 2017-06-30 | $10k | 152 | 65.79 |
| 2017-03-31 | $6.0k | 95 | 63.16 |
| 2016-12-31 | $2.0k | 40 | 50.00 |
More positions owned by Patriot Financial Group Insurance Agency
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