Patten & Patten Inc Schwab Strategic Tr 5 10 Yr C Transaction History
Patten & Patten Inc
- $1.46 Billion
- Q2 2025
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 13,443 shares of SCHI stock, worth $312,012. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,443
Previous 13,443
-0.0%
Holding current value
$312,012
Previous $301,000
1.33%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SCHI
# of Institutions
246Shares Held
50.6MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.37MShares$194 Million3.89% of portfolio
-
Envestnet Asset Management Inc7.34MShares$170 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC7.24MShares$168 Million0.38% of portfolio
-
Campbell Wealth Management5.68MShares$132 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.48MShares$57.6 Million0.02% of portfolio