Vista Cima Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History
Vista Cima Wealth Management LLC
- $96.2 Billion
- Q4 2024
A detailed history of Vista Cima Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 367,301 shares of SCHG stock, worth $10.6 Million. This represents 10.64% of its overall portfolio holdings.
Number of Shares
367,301Holding current value
$10.6 Million% of portfolio
10.64%Shares
1 transactions
Others Institutions Holding SCHG
# of Institutions
1,456Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$45.3 Billion97.59% of portfolio
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Envestnet Asset Management Inc42.5MShares$1.23 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.15 Billion2.34% of portfolio
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Mather Group, Llc. Chicago, IL39.2MShares$1.13 Billion14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$1.1 Billion1.41% of portfolio