Vista Wealth Management Group, LLC Schwab Strategic Tr Us Small C Transaction History

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 14,048 shares of SCHA stock, worth $307,932. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,048

Previous 13,740 2.24%

Holding current value

$307,932

Previous $355,000 7.32%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$23.16 - $27.04 $7,133 - $8,328	308 Added 2.24%	14,048 $329,000
Q4 2024 Jan 27, 2025	BUY	$25.33 - $51.16 $174,017 - $351,469	6,870 Added 100.0%	13,740 $355,000
Q2 2024 Jul 30, 2024	BUY	$45.24 - $49.04 $89,575 - $97,099	1,980 Added 40.49%	6,870 $325,000
Q4 2023 Feb 12, 2024	SELL	$38.13 - $48.02 $1,029 - $1,296	-27 Reduced 0.55%	4,890 $231,000
Q3 2023 Nov 14, 2023	BUY	$40.85 - $46.1 $200,859 - $226,673	4,917 New	4,917 $203,000
Q2 2020 Jul 14, 2020	SELL	$23.59 - $35.22 $108,325 - $161,730	-4,592 Closed	0 $0
Q1 2020 May 01, 2020	SELL	$22.29 - $38.7 $12,192 - $21,168	-547 Reduced 10.64%	4,592 $237,000
Q4 2019 Feb 03, 2020	BUY	$33.63 - $38.03 $172,824 - $195,436	5,139 New	5,139 $389,000

Others Institutions Holding SCHA

# of Institutions

1,261

Shares Held

274M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.

Account

Vista Wealth Management Group, LLC Schwab Strategic Tr Us Small C Transaction History