A detailed history of Patten & Patten Inc transactions in Schwab Charles Corp stock. As of the latest transaction made, Patten & Patten Inc holds 104,168 shares of SCHW stock, worth $7.82 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
104,168
Previous 40,705 155.91%
Holding current value
$7.82 Million
Previous $3 Million 125.11%
% of portfolio
0.47%
Previous 0.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$61.74 - $76.08 $3.92 Million - $4.83 Million
63,463 Added 155.91%
104,168 $6.75 Million
Q2 2024

Aug 13, 2024

BUY
$70.03 - $78.9 $30,463 - $34,321
435 Added 1.08%
40,705 $3 Million
Q1 2024

May 10, 2024

BUY
$61.89 - $72.38 $223,422 - $261,291
3,610 Added 9.85%
40,270 $2.91 Million
Q4 2023

Jan 23, 2024

BUY
$49.33 - $70.98 $951,329 - $1.37 Million
19,285 Added 110.99%
36,660 $2.52 Million
Q3 2023

Oct 27, 2023

BUY
$54.2 - $67.94 $432,516 - $542,161
7,980 Added 84.94%
17,375 $953,000
Q2 2023

Jul 14, 2023

BUY
$47.37 - $57.14 $183,558 - $221,417
3,875 Added 70.2%
9,395 $532,000
Q1 2023

Apr 25, 2023

BUY
$51.91 - $85.6 $286,543 - $472,511
5,520 New
5,520 $289,000

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $136B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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.