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Patriot Financial Group Insurance Agency, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patriot Financial Group Insurance Agency, LLC on SCHD, newest first. How the timeline and the estimate are built.

Patriot Financial Group Insurance Agency, LLC held 127,682 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 127,682 shares
    Change vs previous 13F +17,589 shares

    0.4% of the 13F portfolio, value $4,153,493.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 110,093 shares
    Change vs previous 13F -74,367 shares

    0.36% of the 13F portfolio, value $3,491,062.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 184,460 shares
    Change vs previous 13F +101,171 shares

    0.32% of the 13F portfolio, value $5,659,228.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 83,289 shares
    Change vs previous 13F +10,504 shares

    0.27% of the 13F portfolio, value $2,284,630.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 72,785 shares
    Change vs previous 13F +2,500 shares

    0.25% of the 13F portfolio, value $1,987,033.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 70,285 shares
    Change vs previous 13F +3,288 shares

    0.21% of the 13F portfolio, value $1,794,341.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 66,997 shares
    Change vs previous 13F +6,614 shares

    0.24% of the 13F portfolio, value $1,801,119.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 60,383 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,579,249.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).