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
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All positions including Schwab U S Small Cap ETF held by Patten & Patten consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |