Schwab Strategic Tr us aggregate b shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) 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 aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 60k | 47.52 |
| 2024-06-30 | $2.6M | 57k | 45.58 |
| 2024-03-31 | $2.0M | 45k | 46.00 |
| 2023-12-31 | $1.7M | 37k | 46.62 |
| 2023-09-30 | $1.8M | 40k | 44.23 |
| 2023-06-30 | $1.6M | 35k | 46.16 |
| 2023-03-31 | $2.1M | 45k | 46.91 |
| 2022-12-31 | $1.5M | 34k | 45.65 |
| 2022-09-30 | $1.5M | 33k | 45.31 |
| 2022-06-30 | $2.4M | 49k | 47.87 |
| 2022-03-31 | $1.7M | 34k | 50.59 |
| 2021-12-31 | $7.0k | 125 | 56.00 |
| 2021-09-30 | $7.0k | 123 | 56.91 |
| 2021-06-30 | $6.0k | 110 | 54.55 |
| 2021-03-31 | $6.0k | 111 | 54.05 |
| 2020-12-31 | $6.0k | 111 | 54.05 |
| 2020-09-30 | $6.0k | 111 | 54.05 |
| 2020-06-30 | $6.0k | 106 | 56.60 |
| 2020-03-31 | $7.0k | 122 | 57.38 |
| 2019-12-31 | $7.0k | 122 | 57.38 |
| 2019-09-30 | $4.0k | 79 | 50.63 |
More positions owned by Patriot Financial Group Insurance Agency
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