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%
Shares
8 transactions
Others Institutions Holding SCHG
# of Institutions
1,476Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$39 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.06 Billion0.39% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$991 Million2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$976 Million14.24% of portfolio
-
Sei Investments CO Oaks, PA38.2MShares$951 Million1.41% of portfolio