Charles Schwab Corporation shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 33k | 72.34 |
| 2023-12-31 | $1.9M | 28k | 68.80 |
| 2023-09-30 | $1.2M | 23k | 54.90 |
| 2023-06-30 | $847k | 15k | 56.68 |
| 2023-03-31 | $605k | 12k | 52.38 |
| 2022-12-31 | $613k | 7.4k | 83.25 |
| 2022-09-30 | $403k | 5.6k | 71.80 |
| 2022-06-30 | $207k | 3.3k | 63.21 |
| 2022-03-31 | $120k | 1.4k | 84.09 |
| 2021-12-31 | $282k | 3.4k | 84.13 |
| 2021-09-30 | $264k | 3.6k | 72.89 |
| 2021-06-30 | $261k | 3.6k | 72.76 |
| 2021-03-31 | $263k | 4.0k | 65.10 |
| 2020-12-31 | $214k | 4.0k | 53.13 |
| 2020-09-30 | $91k | 2.5k | 36.20 |
| 2020-06-30 | $73k | 2.2k | 33.38 |
| 2020-03-31 | $61k | 1.8k | 33.85 |
| 2019-12-31 | $81k | 1.7k | 47.34 |
| 2019-09-30 | $72k | 1.7k | 41.96 |
| 2019-06-30 | $24k | 597 | 40.20 |
| 2019-03-31 | $8.0k | 184 | 43.48 |
| 2018-12-31 | $39k | 932 | 41.85 |
| 2018-09-30 | $46k | 932 | 49.36 |
| 2018-06-30 | $41k | 795 | 51.57 |
| 2018-03-31 | $4.0k | 87 | 45.98 |
| 2017-12-31 | $5.0k | 87 | 57.47 |
| 2017-09-30 | $4.0k | 87 | 45.98 |
| 2017-06-30 | $4.0k | 87 | 45.98 |
| 2017-03-31 | $3.0k | 87 | 34.48 |
| 2016-12-31 | $4.0k | 87 | 45.98 |
More positions owned by Patriot Financial Group Insurance Agency
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