HART & PATTERSON FINANCIAL GROUP LLC SCHG Holdings History
HART & PATTERSON FINANCIAL GROUP LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2024-12-31, HART & PATTERSON FINANCIAL GROUP LLC held 80,160.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $2.23 Mil. This investment constitutes 1.09% of their stock portfolio, and HART & PATTERSON FINANCIAL GROUP LLC now holds 0.01% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q4. And since then HART & PATTERSON FINANCIAL GROUP LLC has made 2 purchases of SCHG, at an average price of $41.42, for a total of 82,086.00 shares. In addition, there have been 2 sales at an average price of $92.17 for 1,926.00 shares. Based on historical transaction data and SCHG's current price of $28.88, HART & PATTERSON FINANCIAL GROUP LLC's estimated gain on his SCHG holdings is $-908,249.05, reflecting a -26.71% gain to date.
HART & PATTERSON FINANCIAL GROUP LLC SCHG ($28.88) Holding Chart
HART & PATTERSON FINANCIAL GROUP LLC SCHG ($28.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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