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PATTEN & PATTEN INC/TN: SCHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PATTEN & PATTEN INC/TN on SCHI, newest first. How the timeline and the estimate are built.

PATTEN & PATTEN INC/TN held 13,497 SCHI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,497 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $305,572.

    13F-HR 0001044905-26-000004 filed by PATTEN & PATTEN INC/TN
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,497 shares
    Change vs previous 13F +89 shares

    0.02% of the 13F portfolio, value $306,112.

    13F-HR 0001044905-26-000003 filed by PATTEN & PATTEN INC/TN
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,408 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $307,982.

    13F-HR 0001044905-26-000001 filed by PATTEN & PATTEN INC/TN
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,408 shares
    Change vs previous 13F -35 shares

    0.02% of the 13F portfolio, value $309,457.

    13F-HR 0001044905-25-000006 filed by PATTEN & PATTEN INC/TN
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,443 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $305,963.

    13F-HR 0001044905-25-000004 filed by PATTEN & PATTEN INC/TN
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,443 shares
    Change vs previous 13F +1,735 shares

    0.02% of the 13F portfolio, value $301,930.

    13F-HR 0001044905-25-000003 filed by PATTEN & PATTEN INC/TN
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,708 shares
    Change vs previous 13F +5,854 shares

    0.02% of the 13F portfolio, value $258,396.

    13F-HR 0001044905-25-000001 filed by PATTEN & PATTEN INC/TN
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,854 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $270,221.

    13F-HR 0001044905-24-000004 filed by PATTEN & PATTEN INC/TN
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).