Patriot Financial Group Insurance Agency »

Schwab U S Large Cap Growth ETF shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 178k 82.96
2023-09-30 $13M 180k 72.72
2023-06-30 $13M 177k 74.95
2023-03-31 $11M 174k 65.17
2022-12-31 $11M 190k 55.56
2022-09-30 $10M 187k 55.81
2022-06-30 $9.6M 166k 57.99
2022-03-31 $11M 151k 74.82
2021-12-31 $11M 69k 163.74
2021-09-30 $9.7M 65k 148.09
2021-06-30 $6.3M 43k 145.95
2021-03-31 $9.6M 74k 129.78
2020-12-31 $9.3M 72k 128.40
2020-09-30 $8.2M 71k 115.17
2020-06-30 $7.0M 69k 101.54
2020-03-31 $5.5M 69k 79.65
2019-12-31 $6.4M 69k 92.90
2019-09-30 $5.8M 69k 84.01
2019-06-30 $534k 6.3k 84.28
2019-03-31 $8.2M 103k 79.40
2018-12-31 $7.1M 103k 68.92
2018-09-30 $7.8M 95k 82.02
2018-06-30 $7.7M 102k 75.78
2018-03-31 $1.5M 21k 70.00
2017-12-31 $1.3M 18k 73.08
2017-09-30 $1.0M 15k 66.83
2017-06-30 $759k 12k 63.39
2017-03-31 $460k 7.6k 60.14
2016-12-31 $241k 4.2k 57.50