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 635,073 shares of SCHX stock, worth $16.9 Million. This represents 7.15% of its overall portfolio holdings.

Number of Shares

635,073

Previous 221,294 186.98%

Holding current value

$16.9 Million

Previous $15 Billion 1.96%

% of portfolio

7.15%

Previous 7.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$22.4 - $68.28 $9.27 Million - $28.3 Million	413,779 Added 186.98%	635,073 $14.7 Billion
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

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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