Schwab U S Broad Market ETF shares owned by Patriot Investment Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Patriot Investment Management
from 13F filings
Historical chart of Patriot Investment Management investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Patriot Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab U S Broad Market ETF by Patriot Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 1.1M | 25.71 |
| 2025-06-30 | $25M | 1.1M | 23.83 |
| 2025-03-31 | $23M | 1.1M | 21.53 |
| 2024-12-31 | $25M | 1.1M | 22.70 |
| 2024-09-30 | $25M | 375k | 66.52 |
| 2024-06-30 | $25M | 397k | 62.87 |
| 2024-03-31 | $24M | 395k | 61.05 |
| 2023-12-31 | $23M | 408k | 55.67 |
| 2023-09-30 | $21M | 424k | 49.85 |
| 2023-06-30 | $27M | 530k | 51.70 |
| 2023-03-31 | $26M | 538k | 47.85 |
| 2022-12-31 | $27M | 574k | 47.79 |
| 2022-09-30 | $25M | 595k | 41.99 |
| 2022-06-30 | $25M | 574k | 44.19 |
| 2022-03-31 | $31M | 576k | 53.39 |
| 2021-12-31 | $33M | 289k | 113.01 |
| 2021-09-30 | $30M | 288k | 103.86 |
| 2021-06-30 | $30M | 292k | 104.27 |
| 2021-03-31 | $28M | 286k | 96.71 |
| 2020-12-31 | $7.7M | 85k | 90.98 |
| 2020-09-30 | $23M | 289k | 79.64 |
| 2020-06-30 | $22M | 293k | 73.47 |
| 2020-03-31 | $18M | 302k | 60.43 |
| 2019-12-31 | $23M | 305k | 76.88 |
| 2019-09-30 | $22M | 315k | 69.98 |
| 2019-06-30 | $21M | 296k | 70.53 |
| 2019-03-31 | $19M | 279k | 68.05 |
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