Patten & Patten Inc Schwab Intermediate Term Us Tr Transaction History

Patten & Patten Inc

  • $1.46 Billion
  • Q2 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 11,133 shares of SCHR stock, worth $280,885. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,133
Previous 10,883 2.3%
Holding current value
$280,885
Previous $270,000 2.96%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$24.54 - $25.07 $6,135 - $6,267
250 Added 2.3%
11,133 $278,000
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
497
Shares Held
375M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
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