Patten & Patten Inc Schwab Strategic Tr Us Broad M Transaction History
Patten & Patten Inc
- $1.43 Billion
- Q3 2024
A detailed history of Patten & Patten Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Patten & Patten Inc holds 4,129 shares of SCHB stock, worth $96,288. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,129
Previous 4,129
-0.0%
Holding current value
$96,288
Previous $259,000
5.79%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,220Shares Held
318MCall Options Held
191KPut Options Held
20.7K-
Rebalance, LLC Palo Alto, CA11.5MShares$268 Million19.46% of portfolio
-
Hengehold Capital Management LLC8.94MShares$209 Million19.23% of portfolio
-
Strid Group, LLC8.53MShares$199 Million30.52% of portfolio
-
Bouchey Financial Group LTD8.17MShares$190 Million16.63% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.15MShares$190 Million0.26% of portfolio