Patten & Patten Inc Schwab Strategic Tr Us Large C Transaction History

Patten & Patten Inc

  • $1.42 Billion
  • Q1 2025

A detailed history of Patten & Patten Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Patten & Patten Inc holds 18,447 shares of SCHX stock, worth $429,815. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,447
Previous 16,734 10.24%
Holding current value
$429,815
Previous $387,000 5.17%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 07, 2025
BUY
$21.75 - $24.28 $37,257 - $41,591
1,713 Added 10.24%
18,447 $407,000
Q4 2024

Feb 10, 2025
BUY
$22.4 - $68.28 $205,094 - $625,171
9,156 Added 120.82%
16,734 $387,000
Q1 2024

May 10, 2024
SELL
$55.41 - $62.08 $56,185 - $62,949
-1,014 Reduced 11.8%
7,578 $470,000
Q4 2023

Jan 23, 2024
BUY
$48.47 - $56.6 $51,814 - $60,505
1,069 Added 14.21%
8,592 $484,000
Q3 2023

Oct 27, 2023
BUY
$50.36 - $54.21 $79,065 - $85,109
1,570 Added 26.37%
7,523 $380,000
Q2 2023

Jul 14, 2023
BUY
$47.67 - $52.37 $39,041 - $42,891
819 Added 15.95%
5,953 $311,000
Q1 2023

Apr 25, 2023
BUY
$44.78 - $49.41 $19,882 - $21,938
444 Added 9.47%
5,134 $248,000
Q4 2022

Feb 01, 2023
SELL
$42.25 - $48.16 $84,500 - $96,320
-2,000 Reduced 29.9%
4,690 $212,000
Q3 2022

Oct 19, 2022
SELL
$42.35 - $51.01 $21,175 - $25,505
-500 Reduced 6.95%
6,690 $283,000
Q1 2022

Apr 25, 2022
BUY
$49.51 - $57.27 $177,988 - $205,885
3,595 Added 100.0%
7,190 $387,000
Q4 2021

Jan 26, 2022
BUY
$51.9 - $57.29 $186,580 - $205,957
3,595 New
3,595 $409,000
Q4 2017

Jan 22, 2018
SELL
N/A
-3,673 Closed
0 $0
Q3 2017

Oct 12, 2017
BUY
N/A
3,673
3,673 $221,000

Others Institutions Holding SCHX

# of Institutions
1,500
Shares Held
1.15B
Call Options Held
53.9K
Put Options Held
5.49K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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