Patten & Patten Inc Schwab Strategic Tr Us Large C Transaction History
Patten & Patten Inc
- $1.6 Billion
- Q3 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 16,130 shares of SCHG stock, worth $520,353. This represents 0.03% of its overall portfolio holdings.
Number of Shares
16,130
Previous 20,210
20.19%
Holding current value
$520,353
Previous $590,000
12.88%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,684Shares Held
855MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL42.2MShares$1.36 Billion13.71% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio