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 $6.83 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares
253,224
Previous 134,612 88.11%
Holding current value
$6.83 Million
Previous $6.93 Billion 5.54%
% of portfolio
3.18%
Previous 3.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$25.33 - $51.16 $3 Million - $6.07 Million
118,612 Added 88.11%
253,224 $6.55 Billion
Q3 2024

Oct 10, 2024
SELL
$46.9 - $51.96 $189,429 - $209,866
-4,039 Reduced 2.91%
134,612 $6.93 Billion
Q2 2024

Jul 16, 2024
SELL
$45.24 - $49.04 $36,056 - $39,084
-797 Reduced 0.57%
138,651 $6.58 Billion
Q1 2024

Apr 16, 2024
SELL
$44.84 - $49.24 $200,255 - $219,905
-4,466 Reduced 3.1%
139,448 $6.87 Billion
Q4 2023

Mar 15, 2024
BUY
$38.13 - $48.02 $5.49 Million - $6.91 Million
143,914 New
143,914 $6.8 Billion

Others Institutions Holding SCHA

# of Institutions
1,154
Shares Held
163M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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