Patriot Financial Group Insurance Agency’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $206K | Sell |
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|
2024
Q3 | $364K | Sell |
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|
2024
Q2 | $410K | Sell |
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|
2024
Q1 | $400K | Sell |
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|
2023
Q4 | $694K | Buy |
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|
2023
Q3 | $465K | Sell |
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|
2023
Q2 | $556K | Sell |
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|
2023
Q1 | $606K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $845K | Buy |
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|
2022
Q1 | $915K | Buy |
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|
2021
Q4 | $912K | Buy |
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|
2021
Q3 | $804K | Buy |
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|
2021
Q2 | $751K | Sell |
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|
2021
Q1 | $783K | Sell |
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|
2020
Q4 | $1.21M | Sell |
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|
2020
Q3 | $1.39M | Sell |
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|
2020
Q2 | $1.46M | Buy |
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|
2020
Q1 | $1.18M | Buy |
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|
2019
Q4 | $136K | Buy |
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|
2019
Q3 | $114K | Buy |
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|
2019
Q2 | $111K | Buy |
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|
2019
Q1 | $84K | Buy |
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|
2018
Q4 | $11K | Buy |
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