Patten & Patten Inc Schwab Intermediate Term Us Tr Transaction History

Patten & Patten Inc

  • $1.42 Billion
  • Q1 2025

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 10,883 shares of SCHR stock, worth $270,007. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,883
Previous 10,350 5.15%
Holding current value
$270,007
Previous $251,000 7.57%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 07, 2025
BUY
$24.05 - $24.86 $12,818 - $13,250
533 Added 5.15%
10,883 $270,000
Q4 2024

Feb 10, 2025
BUY
$24.19 - $50.58 $105,250 - $220,073
4,351 Added 72.53%
10,350 $251,000
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

# of Institutions
476
Shares Held
360M
Call Options Held
900
Put Options Held
3.05K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
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More about SCHR
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