Patten & Patten Inc Schwab Intermediate Term Us Tr Transaction History
Patten & Patten Inc
- $1.41 Billion
- Q2 2024
A detailed history of Patten & Patten Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Patten & Patten Inc holds 6,409 shares of SCHR stock, worth $325,769. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,409
Previous 6,409
-0.0%
Holding current value
$325,769
Previous $314,000
0.64%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHR
# of Institutions
404Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.23 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$514 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$237 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$190 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$90.5 Million8.79% of portfolio