Patten & Patten Inc Schwab Strategic Tr 5 10 Yr C Transaction History

Patten & Patten Inc

  • $1.42 Billion
  • Q1 2025

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 13,443 shares of SCHI stock, worth $298,837. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,443
Previous 11,708 14.82%
Holding current value
$298,837
Previous $258,000 16.67%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$21.77 - $22.56 $37,770 - $39,141
1,735 Added 14.82%
13,443 $301,000
Q4 2024

Feb 10, 2025
BUY
$22.02 - $46.16 $128,905 - $270,220
5,854 Added 100.0%
11,708 $258,000
Q3 2024

Nov 04, 2024
SELL
$43.73 - $46.29 $1,618 - $1,712
-37 Reduced 0.63%
5,854 $270,000
Q1 2024

May 10, 2024
BUY
$43.87 - $44.99 $258,438 - $265,036
5,891 New
5,891 $262,000

Others Institutions Holding SCHI

# of Institutions
231
Shares Held
48.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
Track This Portfolio

Track Patten & Patten Inc Portfolio

Follow Patten & Patten Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patten & Patten Inc, based on Form 13F filings with the SEC.

News

Stay updated on Patten & Patten Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email