Patten & Patten’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Hold |
12,385
| – | – | 0.02% | 270 |
|
|
2025
Q1 | $267K | Hold |
12,385
| – | – | 0.02% | 280 |
|
|
2024
Q4 | $281K | Sell |
12,385
-2
| -0% | -$45 | 0.02% | 267 |
|
|
2024
Q3 | $275K | Hold |
12,387
| – | – | 0.02% | 268 |
|
|
2024
Q2 | $260K | Hold |
12,387
| – | – | 0.02% | 269 |
|
|
2024
Q1 | $252K | Hold |
12,387
| – | – | 0.02% | 277 |
|
|
2023
Q4 | $230K | Hold |
12,387
| – | – | 0.02% | 261 |
|
|
2023
Q3 | $206K | Hold |
12,387
| – | – | 0.02% | 269 |
|
|
2023
Q2 | $213K | Buy |
+12,387
| New | +$213K | 0.02% | 261 |
|