PP
Patten & Patten’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.74M | Buy |
106,724
+213
| +0.2% | +$19.4K | 0.63% | 44 |
|
|
2025
Q1 | $8.34M | Buy |
106,511
+538
| +0.5% | +$42.1K | 0.56% | 50 |
|
|
2024
Q4 | $7.84M | Buy |
105,973
+1,805
| +2% | +$134K | 0.52% | 53 |
|
|
2024
Q3 | $6.75M | Buy |
104,168
+63,463
| +156% | +$4.11M | 0.45% | 56 |
|
|
2024
Q2 | $3M | Buy |
40,705
+435
| +1% | +$32.1K | 0.21% | 86 |
|
|
2024
Q1 | $2.91M | Buy |
40,270
+3,610
| +10% | +$261K | 0.21% | 88 |
|
|
2023
Q4 | $2.52M | Buy |
36,660
+19,285
| +111% | +$1.33M | 0.21% | 90 |
|
|
2023
Q3 | $954K | Buy |
17,375
+7,980
| +85% | +$438K | 0.08% | 144 |
|
|
2023
Q2 | $533K | Buy |
9,395
+3,875
| +70% | +$220K | 0.04% | 193 |
|
|
2023
Q1 | $289K | Buy |
+5,520
| New | +$289K | 0.03% | 230 |
|