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

Patten & Patten’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
Q1 		$259K Sell
10,305
-550
-5% -$14.4K 0.02% 302
2025
Q4 		$285K Sell
10,855
-1,530
-12% -$39.8K 0.02% 296
2025
Q3 		$318K Hold
12,385
– – 0.02% 286
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% -$46 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 +$202K 0.02% 261

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R
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SCM
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SG
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EK
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HCM
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