HPFG
SCHV

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

Hart & Patterson Financial Group’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.6M Buy
99,627
+1,302
+1% +$35.1K 1.26% 27
2024
Q3 		$2.63M Sell
98,325
-2,664
-3% -$68.4K 1.25% 27
2024
Q2 		$2.49M Buy
100,989
+13,173
+15% +$326K 1.24% 26
2024
Q1 		$2.22M Sell
87,816
-2,619
-3% -$62.8K 1.1% 27
2023
Q4 		$2.11M Buy
+90,435
New +$1.98M 1.1% 21

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Hart & Patterson Financial Group increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.3% in Q4 2024, buying an estimated $35.1K and bringing the position to 99,627 shares worth $2.6M. The position accounts for 1.26% of the portfolio, ranked #27.

Hart & Patterson Financial Group first reported a position in SCHV in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.63M in Q3 2024. 824 funds tracked by Wall St. Rank hold SCHV as of Q4 2024.

  • Hart & Patterson Financial Group held 99,627 shares of Schwab US Large-Cap Value ETF worth $2.6M as of Q4 2024.
  • Hart & Patterson Financial Group bought 1,302 Schwab US Large-Cap Value ETF shares in Q4 2024, an estimated $35.1K.
  • Schwab US Large-Cap Value ETF made up 1.26% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #27 holding.
  • Hart & Patterson Financial Group first reported a position in Schwab US Large-Cap Value ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's Schwab US Large-Cap Value ETF position peaked at $2.63M in Q3 2024.
  • 824 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2024.

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