Hart & Patterson Financial Group LLC Schwab Strategic Tr Us Large C Transaction History

Hart & Patterson Financial Group LLC

  • $211 Billion
  • Q3 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 221,294 shares of SCHX stock, worth $5.18 Million. This represents 7.11% of its overall portfolio holdings.

Number of Shares
221,294
Previous 229,652 3.64%
Holding current value
$5.18 Million
Previous $14.8 Billion 1.76%
% of portfolio
7.11%
Previous 7.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
SELL
$61.11 - $67.85 $510,757 - $567,090
-8,358 Reduced 3.64%
221,294 $15 Billion
Q2 2024

Jul 16, 2024
SELL
$58.7 - $64.78 $265,676 - $293,194
-4,526 Reduced 1.93%
229,652 $14.8 Billion
Q1 2024

Apr 16, 2024
SELL
$55.41 - $62.08 $12.8 Million - $14.3 Million
-230,312 Reduced 49.58%
234,178 $14.5 Billion
Q4 2023

Mar 15, 2024
BUY
$48.47 - $56.6 $22.5 Million - $26.3 Million
464,490 New
464,490 $26.2 Billion

Others Institutions Holding SCHX

# of Institutions
1,351
Shares Held
348M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Hart & Patterson Financial Group LLC Portfolio

Follow Hart & Patterson Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hart & Patterson Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hart & Patterson Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email