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Hart & Patterson Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Hart & Patterson Financial Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$6.55M Sell
253,224
-16,000
-6% -$426K 3.18% 11
2024
Q3 		$6.93M Sell
269,224
-8,078
-3% -$201K 3.28% 10
2024
Q2 		$6.58M Sell
277,302
-1,594
-0.6% -$37.8K 3.26% 11
2024
Q1 		$6.87M Sell
278,896
-8,932
-3% -$209K 3.4% 10
2023
Q4 		$6.8M Buy
+287,828
New +$6.07M 3.53% 7

Other funds holding SCHA

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hart & Patterson Financial Group's SCHA Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.9% in Q4 2024, selling an estimated $426K and leaving 253,224 shares worth $6.55M. The position accounts for 3.18% of the portfolio, ranked #11.

Hart & Patterson Financial Group first reported a position in SCHA in Q4 2023 and has held it in 5 quarters since. The position peaked at $6.93M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold SCHA as of Q4 2024.

  • Hart & Patterson Financial Group held 253,224 shares of Schwab U.S Small- Cap ETF worth $6.55M as of Q4 2024.
  • Hart & Patterson Financial Group sold 16,000 Schwab U.S Small- Cap ETF shares in Q4 2024, an estimated $426K.
  • Schwab U.S Small- Cap ETF made up 3.18% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #11 holding.
  • Hart & Patterson Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's Schwab U.S Small- Cap ETF position peaked at $6.93M in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.