HART & PATTERSON FINANCIAL GROUP LLC SCHX Holdings History
HART & PATTERSON FINANCIAL GROUP LLC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2024-12-31, HART & PATTERSON FINANCIAL GROUP LLC held 635,073.00 shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $14.72 Mil. This investment constitutes 7.15% of their stock portfolio, and HART & PATTERSON FINANCIAL GROUP LLC now holds 0.03% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2023Q4. And since then HART & PATTERSON FINANCIAL GROUP LLC has made 1 purchases of SCHX, at an average price of $38.85, for a total of 878,269.00 shares. In addition, there have been 3 sales at an average price of $59.33 for 243,196.00 shares. Based on historical transaction data and SCHX's current price of $24.03, HART & PATTERSON FINANCIAL GROUP LLC's estimated gain on his SCHX holdings is $-4.43 Mil, reflecting a -12.98% gain to date.
HART & PATTERSON FINANCIAL GROUP LLC SCHX ($24.03) Holding Chart
HART & PATTERSON FINANCIAL GROUP LLC SCHX ($24.03) 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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