Patten & Patten Inc Schwab Intermediate Term Us Tr Transaction History
Patten & Patten Inc
- $1.43 Billion
- Q3 2024
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
Others Institutions Holding SCHR
# of Institutions
399Shares Held
147MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$2.03 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$247 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$114 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$91.1 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$43.4 Million8.79% of portfolio