Patten & Patten Inc Schwab Strategic Tr Us Large C Transaction History
Patten & Patten Inc
- $1.41 Billion
- Q2 2024
A detailed history of Patten & Patten Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Patten & Patten Inc holds 7,578 shares of SCHX stock, worth $513,636. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,578
Previous 7,578
-0.0%
Holding current value
$513,636
Previous $470,000
3.4%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding SCHX
# of Institutions
1,317Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$970 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$849 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$718 Million25.33% of portfolio