Vista Cima Wealth Management LLC Schwab Strategic Tr Us Dividen Transaction History

Vista Cima Wealth Management LLC

  • $120 Billion
  • Q3 2025

A detailed history of Vista Cima Wealth Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 157,805 shares of SCHD stock, worth $4.3 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares
157,805
Previous 143,924 9.64%
Holding current value
$4.3 Million
Previous $3.81 Billion 12.95%
% of portfolio
3.59%
Previous 3.57%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$26.38 - $27.95 $366,180 - $387,973
13,881 Added 9.64%
157,805 $4.31 Billion
Q2 2025

Aug 11, 2025
BUY
$24.32 - $27.87 $154,602 - $177,169
6,357 Added 4.62%
143,924 $3.81 Billion
Q1 2025

May 28, 2025
BUY
$27.01 - $28.54 $3.72 Million - $3.93 Million
137,566 Added 0.0%
137,567 $3.85 Billion
Q1 2025

May 15, 2025
SELL
$27.01 - $28.54 $3.59 Million - $3.8 Million
-133,002 Reduced 100.0%
1 $3.85 Billion
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $3.58 Million - $11.3 Million
133,003 New
133,003 $3.63 Billion

Others Institutions Holding SCHD

# of Institutions
2,056
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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