Patten & Patten Inc Schwab Strategic Tr 5 10 Yr C Transaction History
Patten & Patten Inc
- $1.41 Billion
- Q2 2024
A detailed history of Patten & Patten Inc transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Patten & Patten Inc holds 5,891 shares of SCHI stock, worth $270,455. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,891
Previous 5,891
-0.0%
Holding current value
$270,455
Previous $262,000
1.15%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
191Shares Held
135MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA120MShares$5.5 Billion1.02% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.95MShares$182 Million4.73% of portfolio
-
Envestnet Asset Management Inc3.69MShares$169 Million0.06% of portfolio
-
Raymond James & Associates St Petersburg, FL982KShares$45.1 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A6594KShares$27.3 Million0.01% of portfolio