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Patten & Patten’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Patten & Patten’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.93M Buy
135,080
+7,414
+6% +$222K 0.24% 89
2025
Q4 		$3.64M Buy
127,666
+1,397
+1% +$39.4K 0.21% 94
2025
Q3 		$3.52M Buy
126,269
+955
+0.8% +$25.5K 0.21% 92
2025
Q2 		$3.17M Sell
125,314
-3,278
-3% -$77.5K 0.21% 92
2025
Q1 		$3.01M Buy
128,592
+3,104
+2% +$79.1K 0.2% 92
2024
Q4 		$3.25M Buy
125,488
+42,696
+52% +$1.14M 0.21% 87
2024
Q3 		$2.13M Buy
82,792
+37,344
+82% +$927K 0.14% 111
2024
Q2 		$1.08M Buy
45,448
+13,180
+41% +$312K 0.08% 158
2024
Q1 		$794K Buy
32,268
+8,468
+36% +$198K 0.06% 177
2023
Q4 		$562K Buy
23,800
+7,490
+46% +$158K 0.05% 187
2023
Q3 		$338K Buy
+16,310
New +$358K 0.03% 222
2022
Q2 		– Sell
-10,082
Closed -$239K – 285
2022
Q1 		$239K Sell
10,082
-802
-7% -$18.9K 0.02% 267
2021
Q4 		$279K Buy
10,884
+1,500
+16% +$38.8K 0.02% 252
2021
Q3 		$235K Hold
9,384
– – 0.02% 263
2021
Q2 		$244K Hold
9,384
– – 0.02% 258
2021
Q1 		$234K Sell
9,384
-148
-2% -$3.64K 0.02% 251
2020
Q4 		$212K Buy
+9,532
New +$190K 0.02% 251

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Patten & Patten's SCHA Position: Q1 2026 in Review

Patten & Patten increased its Schwab U.S Small- Cap ETF (SCHA) stake by 5.8% in Q1 2026, buying an estimated $222K and bringing the position to 135,080 shares worth $3.93M. The position accounts for 0.24% of the portfolio, ranked #89.

Patten & Patten first reported a position in SCHA in Q4 2020 and has held it in 17 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Patten & Patten held 135,080 shares of Schwab U.S Small- Cap ETF worth $3.93M as of Q1 2026.
  • Patten & Patten bought 7,414 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $222K.
  • Schwab U.S Small- Cap ETF made up 0.24% of Patten & Patten's portfolio in Q1 2026, its #89 holding.
  • Patten & Patten first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 17 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.