Patten & Patten Inc Schwab Strategic Tr 5 10 Yr C Transaction History
Patten & Patten Inc
- $1.6 Billion
- Q3 2025
A detailed history of Patten & Patten Inc transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Patten & Patten Inc holds 13,408 shares of SCHI stock, worth $307,311. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,408
Previous 13,443
0.26%
Holding current value
$307,311
Previous $305,000
1.31%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding SCHI
# of Institutions
250Shares Held
52.2MCall Options Held
0Put Options Held
9K-
River Front Investment Group, LLC Richmond, VA8.42MShares$193 Million3.56% of portfolio
-
Captrust Financial Advisors Raleigh, NC7.46MShares$171 Million0.37% of portfolio
-
Envestnet Asset Management Inc7.36MShares$169 Million0.05% of portfolio
-
Campbell Wealth Management5.68MShares$130 Million11.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.44MShares$55.9 Million0.02% of portfolio