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Schwab Strategic Tr cmn shares owned by Hart & Patterson Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Hart & Patterson Financial Group from 13F filings

Historical chart of Hart & Patterson Financial Group investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Hart & Patterson Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Hart & Patterson Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 29k 75.98
2023-12-31 $2.1M 30k 70.10

More positions owned by Hart & Patterson Financial Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Spdr Ser Tr Portfli High Yld (SPHY)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Msci Gbl Min Vol (ACWV)

View all positions for Hart & Patterson Financial Group

Top funds holding Schwab Strategic Tr cmn

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Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services
Mariner Wealth Advisors
Betterment
Savant Capital Management
Gemmer Asset Management
Krilogy Financial
Financial Advisors
Rainey & Randall Investment Management
Mokosak Advisory Group
Focus Financial Network
Moneta Group Investment Advisors

View all funds holding Schwab Strategic Tr cmn