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 $2.28 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
80,160
Previous 20,462
291.75%
Holding current value
$2.28 Million
Previous $2.13 Billion
4.8%
% of portfolio
1.09%
Previous 1.01%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,407Shares Held
1.99BCall Options Held
167KPut Options Held
96.6K-
Koshinski Asset Management, Inc.1.56BShares$44.4 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.11 Billion14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$1.08 Billion1.41% of portfolio
-
Avantax Planning Partners, Inc.15.4MShares$437 Million15.54% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL14.5MShares$412 Million0.15% of portfolio