A detailed history of Patten & Patten Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Patten & Patten Inc holds 19,398 shares of SCHG stock, worth $534,608. This represents 0.03% of its overall portfolio holdings.

Number of Shares
19,398
Previous 12,572 54.3%
Holding current value
$534,608
Previous $350,000 38.57%
% of portfolio
0.03%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025

BUY
$24.91 - $29.02 $170,035 - $198,090
6,826 Added 54.3%
19,398 $485,000
Q4 2024

Feb 10, 2025

BUY
$25.93 - $105.3 $325,991 - $1.32 Million
12,572 New
12,572 $350,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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