Patten Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Patten Group, Inc.

$460 Million
Q2 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$60.91 - $76.4 $195,460 - $245,167	-3,209 Closed	0 $0
Q1 2022 Apr 28, 2022	SELL	$70.66 - $80.89 $1,837 - $2,103	-26 Reduced 0.8%	3,209 $243,000
Q2 2021 Aug 03, 2021	BUY	$74.64 - $79.12 $241,460 - $255,953	3,235 New	3,235 $253,000
Q1 2019 May 14, 2019	SELL	N/A	-887 Closed	0 $0
Q4 2018 Feb 12, 2019	SELL	N/A	-44 Reduced 4.73%	887 $43,000
Q3 2018 Nov 14, 2018	SELL	N/A	-1 Reduced 0.11%	931 $54,000
Q2 2018 Aug 14, 2018	BUY	N/A	13 Added 1.41%	932 $51,000
Q1 2018 May 11, 2018	BUY	N/A	6 Added 0.66%	919 $49,000
Q4 2017 Feb 02, 2018	SELL	N/A	-32 Reduced 3.39%	913 $49,000
Q3 2017 Dec 13, 2017	SELL	N/A	-1,196 Reduced 55.86%	945 $47,000
Q3 2017 Nov 14, 2017	BUY	N/A	1,209 Added 129.72%	2,141 $47,000
Q2 2017 Aug 14, 2017	BUY	N/A	932	932 $46,000

Others Institutions Holding SCHM

# of Institutions

1,051

Shares Held

280M

Call Options Held

9.4K

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

60.4M
Shares

$1.78 Billion
3.39% of portfolio
Creative Planning Overland Park, KS

29.6M
Shares

$872 Million
0.72% of portfolio
High Tower Advisors, LLC Chicago, IL

10.6M
Shares

$312 Million
0.39% of portfolio
Northwestern Mutual Wealth Management CO

10.3M
Shares

$303 Million
0.21% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

9.47M
Shares

$279 Million
3.22% of portfolio

About SCHWAB STRATEGIC U.S. MID-CAP

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