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
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Patten & Patten consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Broad Market ETF by Patten & Patten
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |