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Patriot Financial Group Insurance Agency, LLC: SCHW 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 SCHW, newest first. How the timeline and the estimate are built.

Patriot Financial Group Insurance Agency, LLC held 48,825 SCHW 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 48,825 shares
    Change vs previous 13F -109 shares

    0.46% of the 13F portfolio, value $4,772,159.

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

  2. period ended2026-06-30
    13F 48,934 shares
    Change vs previous 13F -40,564 shares

    0.46% of the 13F portfolio, value $4,515,061.

    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 89,498 shares
    Change vs previous 13F +47,281 shares

    0.47% of the 13F portfolio, value $8,410,994.

    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 42,217 shares
    Change vs previous 13F +4,044 shares

    0.5% of the 13F portfolio, value $4,217,878.

    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 38,173 shares
    Change vs previous 13F -16,806 shares

    0.47% of the 13F portfolio, value $3,644,390.

    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 54,979 shares
    Change vs previous 13F +6,776 shares

    0.58% of the 13F portfolio, value $5,016,269.

    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 48,203 shares
    Change vs previous 13F +4,275 shares

    0.51% of the 13F portfolio, value $3,773,292.

    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 43,928 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,251,097.

    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).