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

Hart & Patterson Financial Group’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$14.7M	Sell	635,073 -28,809	-4%	-$671K	7.15%	2
2024 Q3	$15M	Sell	663,882 -25,074	-4%	-$546K	7.11%	2
2024 Q2	$14.8M	Sell	688,956 -13,578	-2%	-$281K	7.31%	2
2024 Q1	$14.5M	Sell	702,534 -690,936	-50%	-$13.6M	7.2%	2
2023 Q4	$26.2M	Buy	+1,393,470	New	+$24.5M	13.6%	1

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Hart & Patterson Financial Group reduced its Schwab US Large- Cap ETF (SCHX) stake by 4.3% in Q4 2024, selling an estimated $671K and leaving 635,073 shares worth $14.7M. The position accounts for 7.15% of the portfolio, ranked #2.

Hart & Patterson Financial Group first reported a position in SCHX in Q4 2023 and has held it in 5 quarters since. The position peaked at $26.2M in Q4 2023. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

Hart & Patterson Financial Group held 635,073 shares of Schwab US Large- Cap ETF worth $14.7M as of Q4 2024.
Hart & Patterson Financial Group sold 28,809 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $671K.
Schwab US Large- Cap ETF made up 7.15% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #2 holding.
Hart & Patterson Financial Group first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 5 quarters since.
Hart & Patterson Financial Group's Schwab US Large- Cap ETF position peaked at $26.2M in Q4 2023.
1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

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