Patten & Patten Inc Schwab Strategic Tr Us Broad M Transaction History

Patten & Patten Inc

  • $1.6 Billion
  • Q3 2025

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 12,385 shares of SCHB stock, worth $319,780. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,385
Previous 12,385 -0.0%
Holding current value
$319,780
Previous $295,000 7.8%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$22.01 - $66.82 $181,714 - $551,665
8,256 Added 199.95%
12,385 $281,000
Q2 2023

Jul 14, 2023
BUY
$47.08 - $51.7 $194,393 - $213,469
4,129 New
4,129 $213,000

Others Institutions Holding SCHB

# of Institutions
1,376
Shares Held
499M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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