Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,288,680
+$998,998 QoQ
Shares Held
122,344
+11.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#484
of 2,303 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PATTEN & PATTEN INC/TN holds $20,856,961 across 3 Capital Markets names. SCHW ranks #1 (54.1% of the industry book) .
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,288,680 | 122,344 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $10,289,682 | 109,488 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $10,634,020 | 106,436 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $10,215,385 | 107,001 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $9,737,497 | 106,724 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,337,681 | 106,511 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,843,061 | 105,973 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,751,128 | 104,168 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,999,551 | 40,705 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,913,131 | 40,270 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,522,208 | 36,660 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $953,887 | 17,375 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $532,508 | 9,395 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $289,137 | 5,520 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||