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

Patriot Financial Group Insurance Agency, LLC currently holds 89.5K shares with a market value of $8.4M. It started holding SCHW on 2024-09-30. At its peak, it held 89.5K shares on 2026-03-31. Its highest holding value was $8.4M on 2026-03-31. At its lowest, it held 38.2K shares on 2025-09-30, with a value of $2.8M on 2024-09-30. In the recent 180 days, Patriot Financial Group Insurance Agency, LLC has increased its shares by 51.3K. In the recent year, Patriot Financial Group Insurance Agency, LLC has increased its shares by 41.3K.