HTAB

Hartford Schroders Tax Aware

Latest period2026 - Q2Total superinvestors6

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 6 superinvestors own shares of Hartford Schroders Tax Aware (HTAB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Hartford Schroders Tax Aware (HTAB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Hartford Schroders Tax Aware (HTAB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Hartford Schroders Tax Aware (HTAB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Jonathan Yarger@Yarger Wealth Strategies, Llc
Recent Activity
Increased 0.51%
3.3%
$9.17M
480,097 shares@ 19.11 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -10.06%
0.07%
$3.578M
186,550 shares@ 19.19 avg price
Cody Gehman@Stonebridge Financial Group, Llc
Recent Activity
0.05%
$616,052
32,116 shares@ 19.19 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Increased 0.55%
0.01%
$598,281
31,190 shares@ 19.19 avg price
Aryn Sands@Lifegoal Investments, Llc
Recent Activity
Decreased -2.52%
0.23%
$487,079
25,392 shares@ 19.19 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
0.05%
$223,107
11,631 shares@ 19.19 avg price

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