Schwab Strategic Tr us lrg cap etf shares owned by Patten & Patten
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $454k | 17k | 26.34 |
| 2025-06-30 | $450k | 18k | 24.44 |
| 2025-03-31 | $407k | 18k | 22.08 |
| 2024-12-31 | $388k | 17k | 23.18 |
| 2024-09-30 | $514k | 7.6k | 67.85 |
| 2024-06-30 | $487k | 7.6k | 64.25 |
| 2024-03-31 | $470k | 7.6k | 62.06 |
| 2023-12-31 | $485k | 8.6k | 56.40 |
| 2023-09-30 | $381k | 7.5k | 50.60 |
| 2023-06-30 | $312k | 6.0k | 52.37 |
| 2023-03-31 | $248k | 5.1k | 48.37 |
| 2022-12-31 | $212k | 4.7k | 45.20 |
| 2022-09-30 | $283k | 6.7k | 42.30 |
| 2022-06-30 | $321k | 7.2k | 44.65 |
| 2022-03-31 | $387k | 7.2k | 53.82 |
| 2021-12-31 | $409k | 3.6k | 113.77 |
| 2017-09-30 | $221k | 3.7k | 60.17 |
| 2017-03-31 | $223k | 4.0k | 56.17 |
| 2016-12-31 | $211k | 4.0k | 53.15 |
| 2016-09-30 | $205k | 4.0k | 51.64 |
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