HART & PATTERSON FINANCIAL GROUP LLC SCHP Holdings History
HART & PATTERSON FINANCIAL GROUP LLC's Schwab U.S. Tips ETF Holding Summary
As of 2024-12-31, HART & PATTERSON FINANCIAL GROUP LLC held 270,766.00 shares of Schwab U.S. Tips ETF(SCHP), totaling $6.99 Mil. This investment constitutes 3.4% of their stock portfolio, and HART & PATTERSON FINANCIAL GROUP LLC now holds 0.06% of the outstanding Schwab U.S. Tips ETF(SCHP) stock.
The initial trade took place in 2023Q4. And since then HART & PATTERSON FINANCIAL GROUP LLC has made 3 purchases of SCHP, at an average price of $38.21, for a total of 271,693.00 shares. In addition, there have been 1 sales at an average price of $52.82 for 927.00 shares. Based on historical transaction data and SCHP's current price of $26.56, HART & PATTERSON FINANCIAL GROUP LLC's estimated gain on his SCHP holdings is $-3.14 Mil, reflecting a -30.25% gain to date.
HART & PATTERSON FINANCIAL GROUP LLC SCHP ($26.56) Holding Chart
HART & PATTERSON FINANCIAL GROUP LLC SCHP ($26.56) 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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