Patten & Patten’s Charles Schwab SCHW Stock Holding History

Patten & Patten’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.74M	Buy
2025 Q1	$8.34M	Buy
2024 Q4	$7.84M	Buy
2024 Q3	$6.75M	Buy
2024 Q2	$3M	Buy
2024 Q1	$2.91M	Buy
2023 Q4	$2.52M	Buy
2023 Q3	$954K	Buy
2023 Q2	$533K	Buy
2023 Q1	$289K	Buy