Schwab Strategic Tr intrm trm shares owned by Patten & Patten
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in Schwab Strategic Tr intrm trm
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr intrm trm held by Patten & Patten consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr intrm trm by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $280k | 11k | 25.13 |
| 2025-06-30 | $279k | 11k | 25.03 |
| 2025-03-31 | $271k | 11k | 24.86 |
| 2024-12-31 | $251k | 10k | 24.29 |
| 2024-09-30 | $304k | 6.0k | 50.60 |
| 2024-06-30 | $313k | 6.4k | 48.77 |
| 2024-03-31 | $314k | 6.4k | 49.05 |
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