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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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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
2024-12-31 $304k 12k 25.86
2024-09-30 $311k 6.0k 51.50
2024-06-30 $289k 6.1k 47.45
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

Ishares Tr Core S&p500 Etf (IVV)
Barnes (B)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Patriot Financial Group Insurance Agency

Top funds holding Schwab U S Small Cap ETF

Bank of America Corporation
Empower Advisory Group
Sei Investments
Envestnet Asset Management
Financial Engines Advisors L.L.C
HPM Partners
Creative Planning
Advisory Alpha
UBS Group
Northwestern Mutual Wealth Management Company
Mariner Wealth Advisors
Goldman Sachs Group
HighTower Advisors
LPL Financial
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF