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
Download as csvQuarterly 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 |