Patriot Financial Group Insurance Agency, LLC Schwab Strategic Tr Us Large C Transaction History
Patriot Financial Group Insurance Agency, LLC
- $720 Million
- Q3 2024
A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 5,372 shares of SCHX stock, worth $127,853. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,372
Previous 6,377
15.76%
Holding current value
$127,853
Previous $409,000
11.0%
% of portfolio
0.05%
Previous 0.06%
Shares
23 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$664 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$610 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$490 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$331 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$294 Million1.12% of portfolio