Charles Schwab Corporation shares owned by Patten & Patten
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.5M | 37k | 68.80 |
| 2023-09-30 | $954k | 17k | 54.90 |
| 2023-06-30 | $533k | 9.4k | 56.68 |
| 2023-03-31 | $289k | 5.5k | 52.38 |