Patten & Patten Inc Schwab Strategic Tr 5 10 Yr C Transaction History
Patten & Patten Inc
- $1.43 Billion
- Q3 2024
A detailed history of Patten & Patten Inc transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Patten & Patten Inc holds 5,854 shares of SCHI stock, worth $130,251. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,854
Previous 5,891
0.63%
Holding current value
$130,251
Previous $259,000
4.25%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHI
# of Institutions
193Shares Held
138MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$2.66 Billion1.02% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.95MShares$88 Million4.73% of portfolio
-
Envestnet Asset Management Inc3.73MShares$83.1 Million0.06% of portfolio
-
Campbell Wealth Management2.21MShares$49.3 Million9.1% of portfolio
-
Raymond James & Associates St Petersburg, FL1.12MShares$25 Million0.03% of portfolio