A detailed history of Patten & Patten Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Patten & Patten Inc holds 5,999 shares of SCHR stock, worth $146,195. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,999
Previous 6,409 6.4%
Holding current value
$146,195
Previous $312,000 2.88%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$48.4 - $50.91 $19,844 - $20,873
-410 Reduced 6.4%
5,999 $303,000
Q1 2024

May 10, 2024

BUY
$48.64 - $49.88 $311,733 - $319,680
6,409 New
6,409 $314,000

Others Institutions Holding SCHR

About SCHWAB INTERMEDIATE-TERM US TR


  • Ticker SCHR
  • Sector ETFs
  • Industry ETFs
More about SCHR
Track This Portfolio

Track Patten & Patten Inc Portfolio

Follow Patten & Patten Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patten & Patten Inc, based on Form 13F filings with the SEC.

News

Stay updated on Patten & Patten Inc with notifications on news.