Vista Capital Partners, Inc. Schwab Strategic Tr Us Large C Transaction History

Vista Capital Partners, Inc.

$5.37 Billion
Q4 2024

A detailed history of Vista Capital Partners, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vista Capital Partners, Inc. holds 13,680 shares of SCHG stock, worth $340,768. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,680

Previous 3,420 300.0%

Holding current value

$340,768

Previous $356,000 7.02%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$25.93 - $105.3 $266,041 - $1.08 Million	10,260 Added 300.0%	13,680 $381,000
Q3 2024 Oct 31, 2024	BUY	$92.63 - $105.69 $83,459 - $95,226	901 Added 35.77%	3,420 $356,000
Q2 2024 Aug 08, 2024	SELL	$87.04 - $101.61 $3,829 - $4,470	-44 Reduced 1.72%	2,519 $254,000
Q1 2024 May 03, 2024	SELL	$80.6 - $93.32 $13,137 - $15,211	-163 Reduced 5.98%	2,563 $237,000
Q4 2023 Feb 08, 2024	BUY	$70.08 - $83.37 $191,038 - $227,266	2,726 New	2,726 $226,000
Q2 2023 Aug 03, 2023	BUY	$63.6 - $74.95 $208,353 - $245,536	3,276 New	3,276 $245,000
Q2 2022 Aug 08, 2022	SELL	$55.73 - $76.55 $151,919 - $208,675	-2,726 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$65.63 - $82.62 $178,907 - $225,222	2,726 New	2,726 $204,000

Others Institutions Holding SCHG

# of Institutions

1,476

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
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Vista Capital Partners, Inc. Schwab Strategic Tr Us Large C Transaction History