A detailed history of Patriot Investment Management Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Patriot Investment Management Inc. holds 90,185 shares of SCHD stock, worth $2.49 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
90,185
Previous 88,500 1.9%
Holding current value
$2.49 Million
Previous $6.88 Million 10.78%
% of portfolio
0.56%
Previous 0.54%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$77.02 - $85.06 $129,778 - $143,326
1,685 Added 1.9%
90,185 $7.62 Million
Q2 2024

Jul 15, 2024

BUY
$75.81 - $80.15 $1,212 - $1,282
16 Added 0.02%
88,500 $6.88 Million
Q1 2024

Apr 16, 2024

SELL
$75.25 - $80.63 $45,676 - $48,942
-607 Reduced 0.68%
88,484 $7.13 Million
Q4 2023

Jan 17, 2024

SELL
$66.9 - $76.32 $580,959 - $662,762
-8,684 Reduced 8.88%
89,091 $6.78 Million
Q3 2023

Oct 17, 2023

SELL
$70.63 - $75.66 $616,105 - $659,982
-8,723 Reduced 8.19%
97,775 $6.92 Million
Q2 2023

Jul 13, 2023

SELL
$69.18 - $73.94 $565,754 - $604,681
-8,178 Reduced 7.13%
106,498 $7.73 Million
Q1 2023

Apr 19, 2023

SELL
$70.28 - $78.03 $174,786 - $194,060
-2,487 Reduced 2.12%
114,676 $8.39 Million
Q4 2022

Feb 14, 2023

BUY
$67.16 - $79.06 $495,976 - $583,858
7,385 Added 6.73%
117,163 $8.85 Million
Q3 2022

Nov 02, 2022

BUY
$66.43 - $77.87 $167,935 - $196,855
2,528 Added 2.36%
109,778 $7.29 Million
Q2 2022

Jul 26, 2022

BUY
$70.31 - $80.24 $783,534 - $894,194
11,144 Added 11.6%
107,250 $7.68 Million
Q1 2022

May 02, 2022

BUY
$75.14 - $81.94 $146,598 - $159,864
1,951 Added 2.07%
96,106 $7.58 Million
Q4 2021

Feb 01, 2022

BUY
$74.93 - $80.86 $64,964 - $70,105
867 Added 0.93%
94,155 $7.61 Million
Q3 2021

Oct 20, 2021

BUY
$74.23 - $78.13 $119,436 - $125,711
1,609 Added 1.76%
93,288 $6.93 Million
Q2 2021

Aug 12, 2021

SELL
$73.32 - $77.65 $50,004 - $52,957
-682 Reduced 0.74%
91,679 $6.93 Million
Q1 2021

Apr 29, 2021

BUY
$63.23 - $73.67 $3.4 Million - $3.96 Million
53,750 Added 139.21%
92,361 $6.74 Million
Q4 2020

Feb 09, 2021

SELL
$54.8 - $65.16 $2.86 Million - $3.4 Million
-52,255 Reduced 57.51%
38,611 $2.48 Million
Q3 2020

Oct 23, 2020

SELL
$50.37 - $58.54 $9,570 - $11,122
-190 Reduced 0.21%
90,866 $5.02 Million
Q2 2020

Aug 11, 2020

BUY
$43.56 - $56.5 $63,162 - $81,925
1,450 Added 1.62%
91,056 $0
Q1 2020

May 06, 2020

BUY
$39.5 - $59.28 $41,475 - $62,244
1,050 Added 1.19%
89,606 $4.03 Million
Q4 2019

Feb 10, 2020

SELL
$52.87 - $58.15 $17,499 - $19,247
-331 Reduced 0.37%
88,556 $5.13 Million
Q3 2019

Oct 30, 2019

SELL
$54.39 - $55.76 $4,949 - $5,074
-91 Reduced 0.1%
88,887 $4.78 Million
Q2 2019

Aug 13, 2019

BUY
N/A
1,485 Added 1.7%
88,978 $4.72 Million
Q1 2019

May 01, 2019

BUY
N/A
87,493 New
87,493 $4.57 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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