Patten & Patten Inc Schwab Strategic Tr Us Broad M Transaction History
Patten & Patten Inc
- $1.43 Billion
- Q3 2024
A detailed history of Patten & Patten Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Patten & Patten Inc holds 4,129 shares of SCHB stock, worth $93,893. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,129
Previous 4,129
-0.0%
Holding current value
$93,893
Previous $259,000
5.79%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,179Shares Held
166MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$468 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$138 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$87 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$85.9 Million5.07% of portfolio
-
Milliman Financial Risk Management LLC Chicago, IL3.29MShares$74.9 Million2.16% of portfolio