Hart & Patterson Financial Group LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Hart & Patterson Financial Group LLC holds 253,224 shares of SCHA stock, worth $5.81 Million. This represents 3.18% of its overall portfolio holdings.
Number of Shares
253,224
Previous 134,612
88.11%
Holding current value
$5.81 Million
Previous $6.93 Billion
5.54%
% of portfolio
3.18%
Previous 3.28%
Shares
5 transactions
Others Institutions Holding SCHA
# of Institutions
1,264Shares Held
273MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.06 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$581 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$316 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$241 Million2.07% of portfolio
-
Horizon Financial Services, LLC5.91MShares$136 Million5.83% of portfolio