Vista Cima Wealth Management LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 464,835 shares of SCHG stock, worth $15 Million. This represents 12.36% of its overall portfolio holdings.

Number of Shares
464,835
Previous 453,421 2.52%
Holding current value
$15 Million
Previous $13.2 Billion 11.99%
% of portfolio
12.36%
Previous 12.38%

Shares

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

Nov 13, 2025
BUY
$28.92 - $32.19 $330,092 - $367,416
11,414 Added 2.52%
464,835 $14.8 Billion
Q2 2025

Aug 11, 2025
BUY
$22.27 - $29.21 $234,948 - $308,165
10,550 Added 2.38%
453,421 $13.2 Billion
Q1 2025

May 28, 2025
BUY
$24.91 - $29.02 $11 Million - $12.9 Million
442,840 Added 1428516.12%
442,871 $11.1 Billion
Q1 2025

May 15, 2025
SELL
$24.91 - $29.02 $9.15 Million - $10.7 Million
-367,270 Reduced 99.99%
31 $11.1 Billion
Q4 2024

Feb 14, 2025
BUY
$25.93 - $105.3 $9.52 Million - $38.7 Million
367,301 New
367,301 $10.2 Billion

Others Institutions Holding SCHG

# of Institutions
1,682
Shares Held
854M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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