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Patriot Financial Group Insurance Agency, LLC → SCHW-PJ
Patriot Financial Group Insurance Agency, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
35
Latest value
$301K
Q3 2026
Peak value
$13.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.2M |
| Q4 2025 | $8M |
| Q4 2025 | $853K |
| Q4 2025 | $254K |
| Q4 2025 | $2.3M |
| Q4 2025 | $3.3M |
| Q4 2025 | $334K |
| Q1 2026 | $8.4M |
| Q1 2026 | $339K |
| Q1 2026 | $13.6M |
| Q1 2026 | $1.8M |
| Q1 2026 | $643K |
| Q1 2026 | $252K |
| Q1 2026 | $5.7M |
| Q1 2026 | $532K |
| Q1 2026 | $6.6M |
| Q1 2026 | $594K |
| Q2 2026 | $4.5M |
| Q2 2026 | $259K |
| Q2 2026 | $8.6M |
| Q2 2026 | $1.1M |
| Q2 2026 | $381K |
| Q2 2026 | $3.5M |
| Q2 2026 | $513K |
| Q2 2026 | $3.8M |
| Q2 2026 | $280K |
| Q3 2026 | $4.8M |
| Q3 2026 | $335K |
| Q3 2026 | $9M |
| Q3 2026 | $1M |
| Q3 2026 | $336K |
| Q3 2026 | $4.2M |
| Q3 2026 | $1.3M |
| Q3 2026 | $4.6M |
| Q3 2026 | $301K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $301K | 12.6K | — | — |
| Q3 2026 | $4.6M | 209.2K | — | — |
| Q3 2026 | $1.3M | 47.0K | — | — |
| Q3 2026 | $4.2M | 127.7K | — | — |
| Q3 2026 | $336K | 10.3K | — | — |
| Q3 2026 | $1M | 30.5K | — | — |
| Q3 2026 | $9M | 251.8K | — | — |
| Q3 2026 | $335K | 11.2K | — | — |
| Q3 2026 | $4.8M | 48.8K | — | — |
| Q2 2026 | $280K | 11.6K | — | — |
| Q2 2026 | $3.8M | 164.5K | — | — |
| Q2 2026 | $513K | 18.5K | — | — |
| Q2 2026 | $3.5M | 110.1K | — | — |
| Q2 2026 | $381K | 10.5K | — | — |
| Q2 2026 | $1.1M | 30.7K | — | — |
| Q2 2026 | $8.6M | 254.0K | — | — |
| Q2 2026 | $259K | 8.8K | — | — |
| Q2 2026 | $4.5M | 48.9K | — | — |
| Q1 2026 | $594K | 24.5K | — | — |
| Q1 2026 | $6.6M | 285.7K | — | — |
| Q1 2026 | $532K | 21.5K | — | — |
| Q1 2026 | $5.7M | 184.5K | — | — |
| Q1 2026 | $252K | 5.2K | — | — |
| Q1 2026 | $643K | 22.1K | — | — |
| Q1 2026 | $1.8M | 60.1K | — | — |
| Q1 2026 | $13.6M | 465.9K | — | — |
| Q1 2026 | $339K | 13.2K | — | — |
| Q1 2026 | $8.4M | 89.5K | — | — |
| Q4 2025 | $334K | 13.7K | — | — |
| Q4 2025 | $3.3M | 139.6K | — | — |
| Q4 2025 | $2.3M | 83.3K | — | — |
| Q4 2025 | $254K | 8.9K | — | — |
| Q4 2025 | $853K | 28.8K | — | — |
| Q4 2025 | $8M | 244.5K | — | — |
| Q4 2025 | $4.2M | 42.2K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B