Patten & Patten Inc Schwab Intermediate Term Us Tr Transaction History

Patten & Patten Inc

  • $1.43 Billion
  • Q4 2024

A detailed history of Patten & Patten Inc transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Patten & Patten Inc holds 10,350 shares of SCHR stock, worth $250,470. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,350
Previous 5,999 72.53%
Holding current value
$250,470
Previous $303,000 17.16%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 10, 2025
BUY
$24.19 - $50.58 $105,250 - $220,073
4,351 Added 72.53%
10,350 $251,000
Q3 2024

Nov 04, 2024
SELL
$48.4 - $50.91 $19,844 - $20,873
-410 Reduced 6.4%
5,999 $303,000
Q1 2024

May 10, 2024
BUY
$48.64 - $49.88 $311,733 - $319,680
6,409 New
6,409 $314,000

Others Institutions Holding SCHR

# of Institutions
428
Shares Held
330M
Call Options Held
1.2K
Put Options Held
16.7K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
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