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 80,160 shares of SCHG stock, worth $2.05 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
80,160
Previous 20,462
291.75%
Holding current value
$2.05 Million
Previous $2.13 Billion
4.8%
% of portfolio
1.09%
Previous 1.01%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,476Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$40 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.09 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.02 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$975 Million1.41% of portfolio