Vista Private Wealth Partners. LLC Schwab Strategic Tr Us Large C 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 Us Large C stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 227,060 shares of SCHV stock, worth $6.07 Million. This represents 6.99% of its overall portfolio holdings.

Number of Shares
227,060
Previous 227,060 -0.0%
Holding current value
$6.07 Million
Previous $16.8 Million 8.49%
% of portfolio
6.99%
Previous 6.77%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$71.74 - $75.86 $820,992 - $868,141
11,444 Added 5.31%
227,060 $16.8 Million
Q1 2024

May 13, 2024
BUY
$68.82 - $75.98 $14.8 Million - $16.4 Million
215,616 New
215,616 $16.4 Million
Q3 2023

Oct 10, 2023
BUY
$64.45 - $69.39 $167,763 - $180,622
2,603 Added 1.21%
217,103 $14 Million
Q2 2023

Jul 17, 2023
BUY
$63.33 - $67.21 $123,430 - $130,992
1,949 Added 0.92%
214,500 $14.4 Million
Q1 2023

May 09, 2023
BUY
$62.59 - $69.3 $635,789 - $703,949
10,158 Added 5.02%
212,551 $13.9 Million
Q4 2022

Jan 12, 2023
BUY
$59.13 - $69.24 $39,735 - $46,529
672 Added 0.33%
202,393 $0
Q3 2022

Oct 13, 2022
BUY
$58.51 - $69.02 $310,512 - $366,289
5,307 Added 2.7%
201,721 $12.1 Million
Q2 2022

Jul 13, 2022
BUY
$60.93 - $72.3 $711,174 - $843,885
11,672 Added 6.32%
196,414 $12.3 Million
Q1 2022

Apr 13, 2022
BUY
$67.71 - $74.19 $69,064 - $75,673
1,020 Added 0.56%
184,742 $13.2 Million
Q4 2021

Jan 19, 2022
BUY
$67.9 - $73.3 $949,513 - $1.03 Million
13,984 Added 8.24%
183,722 $13.5 Million
Q3 2021

Oct 13, 2021
BUY
$66.91 - $71.05 $707,037 - $750,785
10,567 Added 6.64%
169,738 $11.5 Million
Q2 2021

Jul 14, 2021
BUY
$65.81 - $69.75 $1.24 Million - $1.32 Million
18,887 Added 13.46%
159,171 $10.9 Million
Q1 2021

Apr 14, 2021
SELL
$58.71 - $65.66 $320,674 - $358,634
-5,462 Reduced 3.75%
140,284 $7.32 Million
Q4 2020

Jan 20, 2021
BUY
$50.83 - $59.53 $277,633 - $325,152
5,462 Added 3.89%
145,746 $8.56 Million
Q3 2020

Dec 22, 2020
BUY
$49.44 - $54.86 $175,956 - $195,246
3,559 Added 2.6%
140,284 $7.32 Million
Q2 2020

Jul 15, 2020
SELL
$42.21 - $55.29 $145,244 - $190,252
-3,441 Reduced 2.45%
136,725 $6.85 Million
Q1 2020

Apr 16, 2020
SELL
$38.4 - $61.03 $1.85 Million - $2.93 Million
-48,051 Reduced 25.53%
140,166 $5.94 Million
Q4 2019

Jan 08, 2020
SELL
$54.73 - $60.25 $415,893 - $457,839
-7,599 Reduced 3.88%
188,217 $11.4 Million
Q3 2019

Oct 16, 2019
BUY
$56.56 - $57.5 $125,959 - $128,052
2,227 Added 1.15%
195,816 $0
Q2 2019

Aug 27, 2019
SELL
N/A
-269 Reduced 0.14%
193,589 $10.6 Million
Q1 2019

Apr 18, 2019
BUY
N/A
4,358 Added 2.3%
193,858 $10.8 Million
Q4 2018

Feb 14, 2019
BUY
N/A
17,050 Added 9.89%
189,500 $10 Million
Q3 2018

Nov 15, 2018
BUY
N/A
5,235 Added 3.13%
172,450 $9.35 Million
Q1 2018

May 15, 2018
SELL
N/A
-1,049 Reduced 0.62%
167,215 $9.05 Million
Q4 2017

Feb 26, 2018
SELL
N/A
-4,392 Reduced 2.54%
168,264 $9.18 Million
Q3 2017

Dec 05, 2017
BUY
N/A
172,656
172,656 $9.14 Million

Others Institutions Holding SCHV

# of Institutions
816
Shares Held
106M
Call Options Held
3.2K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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