Patten & Patten Inc Schwab Strategic Tr Us Small C Transaction History

Patten & Patten Inc

  • $1.39 Billion
  • Q1 2024

A detailed history of Patten & Patten Inc transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Patten & Patten Inc holds 16,134 shares of SCHA stock, worth $757,652. This represents 0.06% of its overall portfolio holdings.

Number of Shares
16,134
Previous 11,900 35.58%
Holding current value
$757,652
Previous $562,000 41.28%
% of portfolio
0.06%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$44.84 - $49.24 $189,852 - $208,482
4,234 Added 35.58%
16,134 $794,000
Q4 2023

Jan 23, 2024
BUY
$38.13 - $48.02 $142,796 - $179,834
3,745 Added 45.92%
11,900 $562,000
Q3 2023

Oct 27, 2023
BUY
$40.85 - $46.1 $333,131 - $375,945
8,155 New
8,155 $337,000
Q2 2022

Aug 02, 2022
SELL
N/A
-5,041 Closed
0 $0
Q1 2022

Apr 25, 2022
BUY
N/A
2,320 Added 85.26%
5,041 $239,000
Q4 2021

Jan 26, 2022
BUY
N/A
375 Added 15.98%
2,721 $279,000
Q1 2021

Apr 23, 2021
SELL
N/A
-37 Reduced 1.55%
2,346 $234,000
Q4 2020

Jan 19, 2021
BUY
N/A
2,383 New
2,383 $212,000

Others Institutions Holding SCHA

# of Institutions
1,104
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
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More about SCHA
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