Patten & Patten Inc Schwab Strategic Tr Us Small C Transaction History
Patten & Patten Inc
- $1.43 Billion
- Q4 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 125,488 shares of SCHA stock, worth $2.95 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
125,488
Previous 41,396
203.14%
Holding current value
$2.95 Million
Previous $2.13 Million
52.28%
% of portfolio
0.23%
Previous 0.15%
Shares
11 transactions
Others Institutions Holding SCHA
# of Institutions
1,255Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.09 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$595 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$323 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$247 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$148 Million0.05% of portfolio