Schwab Strategic Tr us dividend eq shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) 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 dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 19k | 72.75 |
| 2024-06-30 | $1.2M | 18k | 66.02 |
| 2024-03-31 | $1.1M | 17k | 68.01 |
| 2023-12-31 | $970k | 15k | 63.06 |
| 2023-09-30 | $744k | 13k | 56.58 |
| 2023-06-30 | $669k | 12k | 56.46 |
| 2023-03-31 | $614k | 11k | 55.65 |
| 2022-12-31 | $549k | 9.9k | 55.41 |
| 2022-09-30 | $383k | 5.8k | 66.35 |
| 2022-06-30 | $189k | 2.6k | 71.56 |
| 2022-03-31 | $130k | 1.7k | 78.64 |
| 2021-12-31 | $303k | 3.7k | 81.02 |
| 2021-09-30 | $24k | 3.2k | 7.40 |
| 2021-06-30 | $112k | 1.5k | 75.68 |
| 2021-03-31 | $42k | 573 | 73.30 |
| 2020-12-31 | $37k | 572 | 64.69 |
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