Schwab U S Broad Market ETF shares owned by Patten & Patten
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $318k | 12k | 25.71 |
| 2025-06-30 | $295k | 12k | 23.83 |
| 2025-03-31 | $267k | 12k | 21.53 |
| 2024-12-31 | $281k | 12k | 22.70 |
| 2024-09-30 | $275k | 4.1k | 66.52 |
| 2024-06-30 | $260k | 4.1k | 62.87 |
| 2024-03-31 | $252k | 4.1k | 61.05 |
| 2023-12-31 | $230k | 4.1k | 55.67 |
| 2023-09-30 | $206k | 4.1k | 49.85 |
| 2023-06-30 | $214k | 4.1k | 51.70 |