Schwab Strategic Tr 0 shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $222k | 4.2k | 52.16 |
| 2023-12-31 | $220k | 4.2k | 52.20 |
| 2023-06-30 | $285k | 5.4k | 52.43 |
| 2023-03-31 | $302k | 5.6k | 53.61 |
| 2022-12-31 | $535k | 10k | 51.79 |
| 2022-09-30 | $1.0M | 19k | 51.82 |
| 2022-06-30 | $1.0M | 18k | 55.78 |
| 2022-03-31 | $1.0M | 17k | 60.70 |
| 2021-12-31 | $1.3M | 21k | 62.89 |
| 2021-09-30 | $641k | 10k | 62.61 |
| 2021-06-30 | $208k | 3.3k | 62.63 |
| 2021-03-31 | $149k | 2.4k | 61.07 |
| 2020-12-31 | $90k | 1.4k | 62.11 |
| 2020-09-30 | $82k | 1.3k | 61.93 |
| 2020-06-30 | $76k | 1.3k | 59.70 |
| 2020-03-31 | $58k | 1.0k | 57.88 |
| 2019-12-31 | $48k | 844 | 56.87 |
| 2019-09-30 | $30k | 533 | 56.29 |
| 2019-06-30 | $22k | 400 | 55.00 |
| 2019-03-31 | $2.0k | 41 | 48.78 |
| 2018-12-31 | $2.0k | 41 | 48.78 |
| 2018-09-30 | $2.0k | 41 | 48.78 |
| 2018-06-30 | $5.0k | 87 | 57.47 |
| 2018-03-31 | $42k | 771 | 54.47 |
| 2017-12-31 | $32k | 588 | 54.42 |
| 2017-09-30 | $15k | 264 | 56.82 |
| 2017-06-30 | $9.0k | 168 | 53.57 |
| 2017-03-31 | $4.0k | 72 | 55.56 |
| 2016-12-31 | $2.0k | 29 | 68.97 |
More positions owned by Patriot Financial Group Insurance Agency
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