SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Patriot Financial Group Insurance Agency, LLC's Holding History (CIK: 0001694883)

Note: Option positions (PUT/CALL) are excluded.

Q4 2024
Shares 8,878 Value ($000) $206 Avg Close Range
Q3 2024
Shares 5,372 Value ($000) $364 Avg Close Range
Q2 2024
Shares 6,377 Value ($000) $410 Avg Close Range
Q1 2024
Shares 6,439 Value ($000) $400 Avg Close Range
Q4 2023
Shares 12,301 Value ($000) $694 Avg Close Range
Q3 2023
Shares 9,181 Value ($000) $465 Avg Close Range
Q2 2023
Shares 10,622 Value ($000) $556 Avg Close Range
Q1 2023
Shares 12,534 Value ($000) $606 Avg Close Range
Q3 2022
Shares 4,874 Value ($000) $206 Avg Close Range
Q2 2022
Shares 18,919 Value ($000) $845 Avg Close Range
Q1 2022
Shares 16,993 Value ($000) $915 Avg Close Range
Q4 2021
Shares 8,015 Value ($000) $912 Avg Close Range
Q3 2021
Shares 7,731 Value ($000) $804 Avg Close Range
Q2 2021
Shares 7,222 Value ($000) $751 Avg Close Range
Q1 2021
Shares 8,152 Value ($000) $783 Avg Close Range
Q4 2020
Shares 13,272 Value ($000) $1,207 Avg Close Range
Q3 2020
Shares 17,181 Value ($000) $1,385 Avg Close Range
Q2 2020
Shares 19,748 Value ($000) $1,463 Avg Close Range
Q1 2020
Shares 19,228 Value ($000) $1,178 Avg Close Range
Q4 2019
Shares 1,765 Value ($000) $136 Avg Close Range
Q3 2019
Shares 1,606 Value ($000) $114 Avg Close Range
Q2 2019
Shares 1,560 Value ($000) $111 Avg Close Range
Q1 2019
Shares 1,242 Value ($000) $84 Avg Close Range
Q4 2018
Shares 183 Value ($000) $11 Avg Close Range