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Patten & Patten’s Schwab US Large- Cap ETF SCHX Stock Holding History

Patten & Patten’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$496K Buy
19,326
+217
+1% +$5.82K 0.03% 238
2025
Q4 		$514K Buy
19,109
+1,880
+11% +$50.2K 0.03% 238
2025
Q3 		$454K Sell
17,229
-1,200
-7% -$30.5K 0.03% 250
2025
Q2 		$450K Sell
18,429
-18
-0.1% -$407 0.03% 237
2025
Q1 		$407K Buy
18,447
+1,713
+10% +$39.9K 0.03% 242
2024
Q4 		$388K Sell
16,734
-6,000
-26% -$140K 0.03% 242
2024
Q3 		$514K Hold
22,734
– – 0.03% 214
2024
Q2 		$487K Hold
22,734
– – 0.03% 219
2024
Q1 		$470K Sell
22,734
-3,042
-12% -$59.9K 0.03% 221
2023
Q4 		$485K Buy
25,776
+3,207
+14% +$56.3K 0.04% 199
2023
Q3 		$381K Buy
22,569
+4,710
+26% +$82.6K 0.03% 211
2023
Q2 		$312K Buy
17,859
+2,457
+16% +$40.6K 0.03% 229
2023
Q1 		$248K Buy
15,402
+1,332
+9% +$21K 0.02% 242
2022
Q4 		$212K Sell
14,070
-6,000
-30% -$90.8K 0.02% 256
2022
Q3 		$283K Sell
20,070
-1,500
-7% -$23.5K 0.03% 233
2022
Q2 		$321K Hold
21,570
– – 0.03% 223
2022
Q1 		$387K Hold
21,570
– – 0.03% 224
2021
Q4 		$409K Buy
+21,570
New +$398K 0.03% 223
2017
Q4 		– Sell
-22,038
Closed -$221K – 247
2017
Q3 		$221K Buy
+22,038
New +$216K 0.02% 237
2017
Q2 		– Sell
-23,820
Closed -$223K – 256
2017
Q1 		$223K Hold
23,820
– – 0.03% 226
2016
Q4 		$211K Hold
23,820
– – 0.03% 212
2016
Q3 		$205K Buy
+23,820
New +$204K 0.03% 209

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Patten & Patten increased its Schwab US Large- Cap ETF (SCHX) stake by 1.1% in Q1 2026, buying an estimated $5.82K and bringing the position to 19,326 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #238.

Patten & Patten first reported a position in SCHX in Q3 2016 and has held it in 22 quarters since. The position peaked at $514K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Patten & Patten held 19,326 shares of Schwab US Large- Cap ETF worth $496K as of Q1 2026.
  • Patten & Patten bought 217 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $5.82K.
  • Schwab US Large- Cap ETF made up 0.03% of Patten & Patten's portfolio in Q1 2026, its #238 holding.
  • Patten & Patten first reported a position in Schwab US Large- Cap ETF in Q3 2016 and has held it in 22 quarters since.
  • Patten & Patten's Schwab US Large- Cap ETF position peaked at $514K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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