Patten Group
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Patten Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Patten Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$304K Buy
+8,943
New +$317K 0.05% 280
2022
Q2 		– Sell
-9,627
Closed -$243K – 249
2022
Q1 		$243K Sell
9,627
-78
-0.8% -$1.96K 0.07% 234
2021
Q4 		$260K Hold
9,705
– – 0.07% 228
2021
Q3 		$248K Hold
9,705
– – 0.07% 226
2021
Q2 		$253K Buy
+9,705
New +$251K 0.07% 228
2019
Q1 		– Sell
-2,661
Closed -$43K – 462
2018
Q4 		$43K Sell
2,661
-132
-5% -$2.31K 0.02% 300
2018
Q3 		$54K Sell
2,793
-3
-0.1% -$57 0.02% 312
2018
Q2 		$51K Buy
2,796
+39
+1% +$705 0.02% 321
2018
Q1 		$49K Buy
2,757
+18
+0.7% +$323 0.02% 325
2017
Q4 		$49K Sell
2,739
-96
-3% -$1.66K 0.02% 338
2017
Q3 		$47K Buy
2,835
+39
+1% +$634 0.02% 330
2017
Q2 		$46K Sell
2,796
-1,425
-34% -$22.6K 0.02% 331
2017
Q1 		$66K Hold
4,221
– – 0.03% 284
2016
Q4 		$65K Buy
4,221
+78
+2% +$1.14K 0.03% 281
2016
Q3 		$58.9K Buy
4,143
+45
+1% +$651 0.03% 294
2016
Q2 		$57.4K Buy
4,098
+102
+3% +$1.41K 0.03% 295
2016
Q1 		$54.1K Buy
3,996
+147
+4% +$1.86K 0.03% 301
2015
Q4 		$51.4K Buy
+3,849
New +$52.3K 0.02% 309

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Patten Group's SCHM Position: Q3 2026 in Review

Patten Group opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q3 2026: 8,943 shares worth $304K. The stake represents 0.05% of the portfolio and ranks #280 among its holdings. This is a return to the name: Patten Group previously reported a position in SCHM as recently as Q1 2022.

Patten Group first reported a position in SCHM in Q4 2015 and has held it in 18 quarters since. 786 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Patten Group held 8,943 shares of Schwab US Mid-Cap ETF worth $304K as of Q3 2026.
  • Schwab US Mid-Cap ETF was a new Patten Group position in Q3 2026.
  • Schwab US Mid-Cap ETF made up 0.05% of Patten Group's portfolio in Q3 2026, its #280 holding.
  • Patten Group first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and has held it in 18 quarters since.
  • 786 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Patten Group's 13F filing for Q3 2026, filed 26 Oct 2026.