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Schwab U S Broad Market ETF shares owned by Patten

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Patten from 13F filings

Historical chart of Patten investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Patten consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Patten

Quarter filed Position value Share count Share price at filing
2025-12-31 $272k 10k 26.23
2018-12-31 $10k 160 62.50
2018-09-30 $19k 275 69.09
2018-06-30 $2.0k 35 57.14