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Patten Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Patten Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$300K Hold
10,346
– – 0.05% 291
2026
Q1 		$260K Sell
10,346
-31
-0.3% -$813 0.05% 269
2025
Q4 		$272K Buy
+10,377
New +$270K 0.05% 261
2019
Q1 		– Sell
-960
Closed -$10K – 456
2018
Q4 		$10K Sell
960
-690
-42% -$7.46K ﹤0.01% 437
2018
Q3 		$19K Buy
1,650
+1,440
+686% +$16.6K 0.01% 434
2018
Q2 		$2K Buy
+210
New +$2.3K ﹤0.01% 630

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Patten Group's SCHB Position: Q2 2026 in Review

Patten Group held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 10,346 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #291.

Patten Group first reported a position in SCHB in Q2 2018 and has held it in 6 quarters since. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Patten Group held 10,346 shares of Schwab US Broad Market ETF worth $300K as of Q2 2026.
  • Patten Group left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.05% of Patten Group's portfolio in Q2 2026, its #291 holding.
  • Patten Group first reported a position in Schwab US Broad Market ETF in Q2 2018 and has held it in 6 quarters since.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.