Hart & Patterson Financial Group LLC Schwab Strategic Tr Us Large C Transaction History
Hart & Patterson Financial Group LLC
- $206 Billion
- Q4 2024
A detailed history of Hart & Patterson Financial Group LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Hart & Patterson Financial Group LLC holds 99,627 shares of SCHV stock, worth $2.79 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
99,627
Previous 32,775
203.97%
Holding current value
$2.79 Million
Previous $2.63 Billion
1.4%
% of portfolio
1.26%
Previous 1.25%
Shares
5 transactions
Others Institutions Holding SCHV
# of Institutions
962Shares Held
341MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.47 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.21 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$923 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$453 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ11.5MShares$322 Million0.72% of portfolio