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Patton Albertson Miller Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Patton Albertson Miller Group’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 		$755K Sell
26,059
-6
-0% -$168 0.08% 137
2026
Q1 		$654K Sell
26,065
-458
-2% -$12K 0.08% 139
2025
Q4 		$696K Sell
26,523
-66
-0.2% -$1.72K 0.08% 138
2025
Q3 		$684K Sell
26,589
-1,845
-6% -$45.7K 0.08% 133
2025
Q2 		$678K Buy
28,434
+278
+1% +$6.12K 0.09% 132
2025
Q1 		$606K Sell
28,156
-48
-0.2% -$1.09K 0.09% 139
2024
Q4 		$640K Sell
28,204
-3,650
-11% -$83.4K 0.09% 135
2024
Q3 		$706K Sell
31,854
-150
-0.5% -$3.2K 0.1% 131
2024
Q2 		$671K Sell
32,004
-735
-2% -$14.9K 0.1% 128
2024
Q1 		$666K Sell
32,739
-4,473
-12% -$86.6K 0.1% 128
2023
Q4 		$691K Sell
37,212
-1,185
-3% -$20.5K 0.12% 125
2023
Q3 		$638K Sell
38,397
-7,449
-16% -$129K 0.13% 133
2023
Q2 		$790K Sell
45,846
-11,553
-20% -$188K 0.15% 119
2023
Q1 		$916K Sell
57,399
-2,691
-4% -$42.1K 0.17% 119
2022
Q4 		$898K Sell
60,090
-1,710
-3% -$25.7K 0.16% 121
2022
Q3 		$865K Sell
61,800
-5,832
-9% -$90.7K 0.19% 121
2022
Q2 		$996K Sell
67,632
-15,168
-18% -$243K 0.2% 120
2022
Q1 		$1.47M Sell
82,800
-60
-0.1% -$1.05K 0.25% 106
2021
Q4 		$1.56M Sell
82,860
-1,002
-1% -$18.4K 0.25% 105
2021
Q3 		$1.45M Hold
83,862
– – 0.28% 102
2021
Q2 		$1.46M Sell
83,862
-2,796
-3% -$47.3K 0.33% 87
2021
Q1 		$1.4M Sell
86,658
-6,660
-7% -$105K 0.34% 88
2020
Q4 		$1.5M Sell
93,318
-19,230
-17% -$274K 0.36% 82
2020
Q3 		$1.49M Sell
112,548
-8,130
-7% -$107K 0.42% 73
2020
Q2 		$1.48M Buy
120,678
+6
+0% +$69 0.43% 74
2020
Q1 		$1.22M Buy
120,672
+1,068
+0.9% +$12.9K 0.41% 75
2019
Q4 		$1.53M Buy
119,604
+5,064
+4% +$62.1K 0.4% 87
2019
Q3 		$1.36M Buy
114,540
+3,630
+3% +$42.9K 0.38% 95
2019
Q2 		$1.29M Buy
+110,910
New +$1.28M 0.37% 94

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
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

Patton Albertson Miller Group's SCHB Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its Schwab US Broad Market ETF (SCHB) stake by 0.02% in Q2 2026, selling an estimated $168 and leaving 26,059 shares worth $755K. The position accounts for 0.08% of the portfolio, ranked #137.

Patton Albertson Miller Group first reported a position in SCHB in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.56M in Q4 2021. 1,388 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Patton Albertson Miller Group held 26,059 shares of Schwab US Broad Market ETF worth $755K as of Q2 2026.
  • Patton Albertson Miller Group sold 6 Schwab US Broad Market ETF shares in Q2 2026, an estimated $168.
  • Schwab US Broad Market ETF made up 0.08% of Patton Albertson Miller Group's portfolio in Q2 2026, its #137 holding.
  • Patton Albertson Miller Group first reported a position in Schwab US Broad Market ETF in Q2 2019 and has held it in 29 quarters since.
  • Patton Albertson Miller Group's Schwab US Broad Market ETF position peaked at $1.56M in Q4 2021.
  • 1,388 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.