Vantage Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Vantage Financial Partners, LLC

$385 Million
Q3 2024

A detailed history of Vantage Financial Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 37,481 shares of SCHX stock, worth $892,047. This represents 0.66% of its overall portfolio holdings.

Number of Shares

37,481

Previous 211,533 82.28%

Holding current value

$892,047

Previous $13.6 Million 81.29%

% of portfolio

0.66%

Previous 3.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$61.11 - $67.85 $10.6 Million - $11.8 Million	-174,052 Reduced 82.28%	37,481 $2.54 Million
Q2 2024 Aug 07, 2024	BUY	$58.7 - $64.78 $214,548 - $236,770	3,655 Added 1.76%	211,533 $13.6 Million
Q1 2024 May 02, 2024	BUY	$55.41 - $62.08 $141,683 - $158,738	2,557 Added 1.25%	207,878 $12.9 Million
Q4 2023 Feb 05, 2024	BUY	$48.47 - $56.6 $123,356 - $144,047	2,545 Added 1.26%	205,321 $11.6 Million
Q3 2023 Nov 02, 2023	SELL	$50.36 - $54.21 $527,521 - $567,849	-10,475 Reduced 4.91%	202,776 $10.3 Million
Q2 2023 Aug 08, 2023	SELL	$47.67 - $52.37 $13,109 - $14,401	-275 Reduced 0.13%	213,251 $11.2 Million
Q1 2023 May 08, 2023	BUY	$44.78 - $49.41 $9.56 Million - $10.6 Million	213,526 New	213,526 $10.3 Million

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Vantage Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History