Patriot Financial Group Insurance Agency, LLC's ownership history for SCHD

Patriot Financial Group Insurance Agency, LLC currently holds 184.5K shares with a market value of $5.7M. It started holding SCHD on 2024-09-30. At its peak, it held 184.5K shares on 2026-03-31. Its highest holding value was $5.7M on 2026-03-31. At its lowest, it held 19.0K shares on 2024-09-30, with a value of $1.4M on 2024-09-30. In the recent 180 days, Patriot Financial Group Insurance Agency, LLC has increased its shares by 111.7K. In the recent year, Patriot Financial Group Insurance Agency, LLC has increased its shares by 117.5K.