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

Patten & Patten Inc

  • $1.46 Billion
  • Q2 2025

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 125,314 shares of SCHA stock, worth $3.49 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
125,314
Previous 128,592 2.55%
Holding current value
$3.49 Million
Previous $3.01 Million 5.25%
% of portfolio
0.22%
Previous 0.21%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$20.42 - $25.3 $66,936 - $82,933
-3,278 Reduced 2.55%
125,314 $3.17 Million
Q1 2025

May 07, 2025
BUY
$23.16 - $27.04 $71,888 - $83,932
3,104 Added 2.47%
128,592 $3.01 Million
Q4 2024

Feb 10, 2025
BUY
$25.33 - $51.16 $2.13 Million - $4.3 Million
84,092 Added 203.14%
125,488 $3.25 Million
Q3 2024

Nov 04, 2024
BUY
$46.9 - $51.96 $875,716 - $970,197
18,672 Added 82.17%
41,396 $2.13 Million
Q2 2024

Aug 13, 2024
BUY
$45.24 - $49.04 $298,131 - $323,173
6,590 Added 40.85%
22,724 $1.08 Million
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
$37.88 - $48.01 $190,953 - $242,018
-5,041 Closed
0 $0
Q1 2022

Apr 25, 2022
BUY
$44.42 - $51.73 $103,054 - $120,013
2,320 Added 85.26%
5,041 $239,000
Q4 2021

Jan 26, 2022
BUY
$48.64 - $55.07 $18,240 - $20,651
375 Added 15.98%
2,721 $279,000
Q1 2021

Apr 23, 2021
SELL
$43.89 - $52.63 $1,623 - $1,947
-37 Reduced 1.55%
2,346 $234,000
Q4 2020

Jan 19, 2021
BUY
$34.66 - $45.17 $82,594 - $107,640
2,383 New
2,383 $212,000

Others Institutions Holding SCHA

# of Institutions
1,289
Shares Held
257M
Call Options Held
61.6K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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

Choose your preferred platform and Sign Up 👇 Telegram Email