Schwab Strategic Tr us lrg cap etf shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Schwab Strategic Tr us lrg cap etf
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us lrg cap etf held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $400k | 6.4k | 62.06 |
| 2023-12-31 | $694k | 12k | 56.40 |
| 2023-09-30 | $465k | 9.2k | 50.60 |
| 2023-06-30 | $556k | 11k | 52.37 |
| 2023-03-31 | $606k | 13k | 48.37 |
| 2022-09-30 | $206k | 4.9k | 42.27 |
| 2022-06-30 | $845k | 19k | 44.66 |
| 2022-03-31 | $915k | 17k | 53.85 |
| 2021-12-31 | $912k | 8.0k | 113.79 |
| 2021-09-30 | $804k | 7.7k | 104.00 |
| 2021-06-30 | $751k | 7.2k | 103.99 |
| 2021-03-31 | $783k | 8.2k | 96.05 |
| 2020-12-31 | $1.2M | 13k | 90.94 |
| 2020-09-30 | $1.4M | 17k | 80.61 |
| 2020-06-30 | $1.5M | 20k | 74.08 |
| 2020-03-31 | $1.2M | 19k | 61.26 |
| 2019-12-31 | $136k | 1.8k | 77.05 |
| 2019-09-30 | $114k | 1.6k | 70.98 |
| 2019-06-30 | $111k | 1.6k | 71.15 |
| 2019-03-31 | $84k | 1.2k | 67.63 |
| 2018-12-31 | $11k | 183 | 60.11 |
More positions owned by Patriot Financial Group Insurance Agency
View all positions for Patriot Financial Group Insurance Agency
Top funds holding Schwab Strategic Tr us lrg cap etf
View all funds holding Schwab Strategic Tr us lrg cap etf