Schwab U S Small Cap ETF shares owned by Patten & Patten
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Patten & Patten consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 126k | 27.90 |
| 2025-06-30 | $3.2M | 125k | 25.30 |
| 2025-03-31 | $3.0M | 129k | 23.43 |
| 2024-12-31 | $3.2M | 126k | 25.86 |
| 2024-09-30 | $2.1M | 41k | 51.50 |
| 2024-06-30 | $1.1M | 23k | 47.45 |
| 2024-03-31 | $794k | 16k | 49.24 |
| 2023-12-31 | $562k | 12k | 47.24 |
| 2023-09-30 | $338k | 8.2k | 41.42 |
| 2022-03-31 | $239k | 5.0k | 47.41 |
| 2021-12-31 | $279k | 2.7k | 102.54 |
| 2021-09-30 | $235k | 2.3k | 100.17 |
| 2021-06-30 | $244k | 2.3k | 104.01 |
| 2021-03-31 | $234k | 2.3k | 99.74 |
| 2020-12-31 | $212k | 2.4k | 88.96 |