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 Q2	$261K	Sell	9,005 -1,300	-13%	-$36.4K	0.01%	313
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

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

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 & Patten's SCHB Position: Q2 2026 in Review

Patten & Patten reduced its Schwab US Broad Market ETF (SCHB) stake by 13% in Q2 2026, selling an estimated $36.4K and leaving 9,005 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #313.

Patten & Patten first reported a position in SCHB in Q2 2023 and has held it in 13 quarters since. The position peaked at $318K in Q3 2025. 1,390 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Patten & Patten held 9,005 shares of Schwab US Broad Market ETF worth $261K as of Q2 2026.
Patten & Patten sold 1,300 Schwab US Broad Market ETF shares in Q2 2026, an estimated $36.4K.
Schwab US Broad Market ETF made up 0.01% of Patten & Patten's portfolio in Q2 2026, its #313 holding.
Patten & Patten first reported a position in Schwab US Broad Market ETF in Q2 2023 and has held it in 13 quarters since.
Patten & Patten's Schwab US Broad Market ETF position peaked at $318K in Q3 2025.
1,390 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.