HART & PATTERSON FINANCIAL GROUP LLC SCHO Holdings History
HART & PATTERSON FINANCIAL GROUP LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2024-12-31, HART & PATTERSON FINANCIAL GROUP LLC held 61,319.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $1.48 Mil. This investment constitutes 0.72% of their stock portfolio, and HART & PATTERSON FINANCIAL GROUP LLC now holds 0.01% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2023Q4. And since then HART & PATTERSON FINANCIAL GROUP LLC has made 3 purchases of SCHO, at an average price of $35.00, for a total of 61,924.00 shares. In addition, there have been 1 sales at an average price of $48.29 for 605.00 shares. Based on historical transaction data and SCHO's current price of $24.35, HART & PATTERSON FINANCIAL GROUP LLC's estimated gain on his SCHO holdings is $-645,147.89, reflecting a -29.76% gain to date.
HART & PATTERSON FINANCIAL GROUP LLC SCHO ($24.35) Holding Chart
HART & PATTERSON FINANCIAL GROUP LLC SCHO ($24.35) 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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