Patten & Patten Inc Schwab Strategic Tr 5 10 Yr C Call Options Transaction History
Patten & Patten Inc
- $1.43 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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
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River Front Investment Group, LLC Richmond, VA3.95MShares$88 Million4.73% of portfolio
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Envestnet Asset Management Inc3.73MShares$83.1 Million0.06% of portfolio
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Campbell Wealth Management2.21MShares$49.3 Million9.1% of portfolio
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Raymond James & Associates St Petersburg, FL1.12MShares$25 Million0.03% of portfolio