Schwab Strategic Tr sht tm us tres shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Schwab Strategic Tr sht tm us tres
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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $533k | 11k | 48.21 |
| 2023-12-31 | $536k | 11k | 48.45 |
| 2023-09-30 | $435k | 9.1k | 47.89 |
| 2023-06-30 | $432k | 9.0k | 48.06 |
| 2023-03-31 | $450k | 9.2k | 48.79 |
| 2022-12-31 | $280k | 5.8k | 48.24 |
| 2022-09-30 | $323k | 6.7k | 48.22 |
| 2022-06-30 | $1.4M | 28k | 49.19 |
| 2022-03-31 | $1.1M | 22k | 49.53 |
| 2021-12-31 | $1.1M | 22k | 50.84 |
| 2021-09-30 | $926k | 18k | 51.20 |
| 2021-06-30 | $715k | 14k | 51.21 |
| 2021-03-31 | $621k | 12k | 51.31 |
| 2020-12-31 | $516k | 10k | 51.44 |
| 2020-09-30 | $329k | 6.4k | 51.54 |
| 2020-06-30 | $309k | 6.0k | 51.70 |
| 2020-03-31 | $303k | 5.9k | 51.77 |
| 2019-12-31 | $51k | 1.0k | 50.60 |
| 2019-09-30 | $50k | 989 | 50.56 |
| 2019-06-30 | $50k | 981 | 50.97 |
| 2019-03-31 | $49k | 971 | 50.46 |
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