Vista Private Wealth Partners. LLC Schwab Strategic Tr Intl Small Transaction History

Vista Private Wealth Partners. LLC

  • $261 Million
  • Q3 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 22,505 shares of SCHC stock, worth $773,721. This represents 0.33% of its overall portfolio holdings.

Number of Shares
22,505
Previous 22,262 1.09%
Holding current value
$773,721
Previous $857,000 1.17%
% of portfolio
0.33%
Previous 0.33%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 03, 2024
BUY
$34.48 - $38.87 $8,378 - $9,445
243 Added 1.09%
22,505 $867,000
Q2 2024

Aug 05, 2024
BUY
$34.12 - $36.71 $38,692 - $41,629
1,134 Added 5.37%
22,262 $792,000
Q1 2024

May 13, 2024
BUY
$33.2 - $35.86 $9,561 - $10,327
288 Added 1.38%
21,128 $756,000
Q4 2023

Feb 13, 2024
BUY
$30.0 - $35.05 $170,550 - $199,259
5,685 Added 37.51%
20,840 $727,000
Q3 2023

Oct 10, 2023
SELL
$32.0 - $35.51 $56,512 - $62,710
-1,766 Reduced 10.44%
15,155 $488,000
Q2 2023

Jul 17, 2023
BUY
$32.67 - $34.58 $653 - $691
20 Added 0.12%
16,921 $571,000
Q1 2023

May 09, 2023
BUY
$31.54 - $34.93 $45,985 - $50,927
1,458 Added 9.44%
16,901 $569,000
Q4 2022

Jan 12, 2023
BUY
$27.31 - $32.98 $133,900 - $161,700
4,903 Added 46.52%
15,443 $0
Q3 2022

Oct 13, 2022
BUY
$27.46 - $34.27 $25,098 - $31,322
914 Added 9.5%
10,540 $299,000
Q2 2022

Jul 13, 2022
BUY
$31.0 - $38.49 $19,251 - $23,902
621 Added 6.9%
9,626 $299,000
Q1 2022

Apr 13, 2022
BUY
$34.89 - $41.24 $24,283 - $28,703
696 Added 8.38%
9,005 $344,000
Q4 2021

Jan 19, 2022
BUY
$39.06 - $43.63 $56,246 - $62,827
1,440 Added 20.96%
8,309 $342,000
Q3 2021

Oct 13, 2021
BUY
$40.41 - $44.08 $23,397 - $25,522
579 Added 9.21%
6,869 $285,000
Q2 2021

Jul 14, 2021
BUY
$40.16 - $43.04 $252,606 - $270,721
6,290 New
6,290 $262,000
Q4 2019

Jan 08, 2020
SELL
$31.2 - $34.65 $2,402 - $2,668
-77 Closed
0 $0
Q3 2019

Oct 16, 2019
BUY
$31.72 - $32.37 $2,442 - $2,492
77 New
77 $0

Others Institutions Holding SCHC

# of Institutions
423
Shares Held
45.7M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
  • Sector ETFs
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More about SCHC
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