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Hart & Patterson Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Hart & Patterson Financial Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.23M Sell
80,160
-1,688
-2% -$46.2K 1.09% 29
2024
Q3 		$2.13M Sell
81,848
-2,340
-3% -$58.9K 1.01% 30
2024
Q2 		$2.12M Buy
84,188
+8,080
+11% +$191K 1.05% 28
2024
Q1 		$1.76M Sell
76,108
-5,364
-7% -$119K 0.87% 29
2023
Q4 		$1.69M Buy
+81,472
New +$1.58M 0.88% 23

Other funds holding SCHG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Hart & Patterson Financial Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.1% in Q4 2024, selling an estimated $46.2K and leaving 80,160 shares worth $2.23M. The position accounts for 1.09% of the portfolio, ranked #29.

Hart & Patterson Financial Group first reported a position in SCHG in Q4 2023 and has held it in 5 quarters since. 1,382 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Hart & Patterson Financial Group held 80,160 shares of Schwab US Large-Cap Growth ETF worth $2.23M as of Q4 2024.
  • Hart & Patterson Financial Group sold 1,688 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $46.2K.
  • Schwab US Large-Cap Growth ETF made up 1.09% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #29 holding.
  • Hart & Patterson Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

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