Patten & Patten Inc Schwab Intermediate Term Us Tr Transaction History
Patten & Patten Inc
- $1.43 Billion
- Q4 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 10,350 shares of SCHR stock, worth $256,369. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,350
Previous 5,999
72.53%
Holding current value
$256,369
Previous $303,000
17.16%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
447Shares Held
358MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.38 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$395 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$314 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$210 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$193 Million0.2% of portfolio