Patten & Patten Inc Schwab Strategic Tr Us Large C Transaction History

Patten & Patten Inc

  • $1.46 Billion
  • Q2 2025

A detailed history of Patten & Patten Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Patten & Patten Inc holds 20,210 shares of SCHG stock, worth $614,181. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,210
Previous 19,398 4.19%
Holding current value
$614,181
Previous $485,000 21.65%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$22.27 - $29.21 $18,083 - $23,718
812 Added 4.19%
20,210 $590,000
Q1 2025

May 07, 2025
BUY
$24.91 - $29.02 $170,035 - $198,090
6,826 Added 54.3%
19,398 $485,000
Q4 2024

Feb 10, 2025
BUY
$25.93 - $105.3 $325,991 - $1.32 Million
12,572 New
12,572 $350,000

Others Institutions Holding SCHG

# of Institutions
1,584
Shares Held
803M
Call Options Held
298K
Put Options Held
193K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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