Patten & Patten Inc Schwab Strategic Tr Us Small C Transaction History
Patten & Patten Inc
- $1.43 Billion
- Q3 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 41,396 shares of SCHA stock, worth $1.08 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
41,396
Previous 22,724
82.17%
Holding current value
$1.08 Million
Previous $1.08 Million
97.68%
% of portfolio
0.15%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding SCHA
# of Institutions
1,147Shares Held
147MCall Options Held
55.6KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC22.1MShares$580 Million0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO12.3MShares$322 Million2.15% of portfolio
-
Personal Capital Advisors Corp10.5MShares$276 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA7.32MShares$192 Million0.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.99MShares$78.4 Million0.34% of portfolio