Vista Wealth Management Group, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 9,204 shares of SCHD stock, worth $233,965. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,204
Previous 9,204 -0.0%
Holding current value
$233,965
Previous $251,000 0.8%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$26.93 - $84.95 $163,653 - $516,241
6,077 Added 194.34%
9,204 $251,000
Q3 2024

Nov 06, 2024
BUY
$77.02 - $85.06 $240,841 - $265,982
3,127 New
3,127 $264,000
Q1 2024

Apr 29, 2024
BUY
$75.25 - $80.63 $186,845 - $200,204
2,483 New
2,483 $200,000
Q2 2023

Aug 02, 2023
BUY
$69.18 - $73.94 $20,754 - $22,182
300 Added 5.68%
5,582 $405,000
Q1 2023

May 04, 2023
BUY
$70.28 - $78.03 $4,919 - $5,462
70 Added 1.34%
5,282 $386,000
Q4 2022

Feb 07, 2023
BUY
$67.16 - $79.06 $98,859 - $116,376
1,472 Added 39.36%
5,212 $393,000
Q3 2022

Oct 25, 2022
SELL
$66.43 - $77.87 $77,789 - $91,185
-1,171 Reduced 23.84%
3,740 $267,000
Q1 2022

May 04, 2022
SELL
$75.14 - $81.94 $32,911 - $35,889
-438 Reduced 8.19%
4,911 $387,000
Q3 2021

Nov 02, 2021
BUY
$74.23 - $78.13 $1,039 - $1,093
14 Added 0.26%
5,349 $397,000
Q2 2021

Jul 27, 2021
BUY
$73.32 - $77.65 $120,024 - $127,113
1,637 Added 44.27%
5,335 $403,000
Q3 2020

Oct 26, 2020
BUY
$50.37 - $58.54 $186,268 - $216,480
3,698 New
3,698 $204,000
Q1 2020

May 01, 2020
SELL
$39.5 - $59.28 $146,071 - $219,217
-3,698 Closed
0 $0
Q4 2019

Feb 03, 2020
BUY
$52.87 - $58.15 $195,513 - $215,038
3,698 New
3,698 $214,000

Others Institutions Holding SCHD

# of Institutions
1,956
Shares Held
850M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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