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 99,627 shares of SCHV stock, worth $2.71 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
99,627
Previous 32,775 203.97%
Holding current value
$2.71 Million
Previous $2.63 Billion 1.4%
% of portfolio
1.26%
Previous 1.25%

Shares

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

Jan 13, 2025
BUY
$25.79 - $80.4 $1.72 Million - $5.37 Million
66,852 Added 203.97%
99,627 $2.6 Billion
Q3 2024

Oct 10, 2024
SELL
$73.43 - $80.37 $65,205 - $71,368
-888 Reduced 2.64%
32,775 $2.63 Billion
Q2 2024

Jul 16, 2024
BUY
$71.74 - $75.86 $315,010 - $333,101
4,391 Added 15.0%
33,663 $2.49 Billion
Q1 2024

Apr 16, 2024
SELL
$68.82 - $75.98 $60,079 - $66,330
-873 Reduced 2.9%
29,272 $2.22 Billion
Q4 2023

Mar 15, 2024
BUY
$61.16 - $70.24 $1.84 Million - $2.12 Million
30,145 New
30,145 $2.11 Billion

Others Institutions Holding SCHV

# of Institutions
849
Shares Held
138M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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