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 $4.99 Million. This represents 7.11% of its overall portfolio holdings.

Number of Shares
221,294
Previous 229,652 3.64%
Holding current value
$4.99 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
1,332
Shares Held
461M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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