Vista Wealth Management Group, LLC Schwab Strategic Tr Intl Eqty Transaction History

Vista Wealth Management Group, LLC

$1.49 Billion
Q4 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Schwab Strategic Tr Intl Eqty stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 18,850 shares of SCHF stock, worth $373,041. This represents 0.02% of its overall portfolio holdings.

Number of Shares

18,850

Previous 9,447 99.53%

Holding current value

$373,041

Previous $388,000 10.31%

% of portfolio

0.02%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$18.41 - $40.87 $173,109 - $384,300	9,403 Added 99.53%	18,850 $348,000
Q3 2024 Nov 06, 2024	BUY	$36.98 - $41.55 $332 - $373	9 Added 0.1%	9,447 $388,000
Q2 2024 Jul 30, 2024	BUY	$37.19 - $39.82 $89,925 - $96,284	2,418 Added 34.44%	9,438 $362,000
Q1 2024 Apr 29, 2024	BUY	$35.71 - $39.11 $1,571 - $1,720	44 Added 0.63%	7,020 $273,000
Q4 2023 Feb 12, 2024	SELL	$32.37 - $37.01 $226 - $259	-7 Reduced 0.1%	6,976 $257,000
Q3 2023 Nov 14, 2023	BUY	$33.82 - $36.71 $236,165 - $256,345	6,983 New	6,983 $237,000
Q1 2023 May 04, 2023	BUY	$32.42 - $35.44 $215,690 - $235,782	6,653 New	6,653 $231,000
Q1 2022 May 04, 2022	SELL	$33.67 - $39.47 $201,750 - $236,504	-5,992 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$37.77 - $40.6 $755 - $812	20 Added 0.33%	5,992 $233,000
Q3 2021 Nov 02, 2021	BUY	$38.35 - $40.79 $421 - $448	11 Added 0.18%	5,972 $231,000
Q2 2021 Jul 27, 2021	BUY	$38.15 - $40.84 $227,412 - $243,447	5,961 New	5,961 $235,000

Others Institutions Holding SCHF

# of Institutions

1,373

Shares Held

1.39B

Call Options Held

38.7K

Put Options Held

12.1K

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About SCHWAB STRATEGIC TR INTL EQTY

Ticker SCHF
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Vista Wealth Management Group, LLC Schwab Strategic Tr Intl Eqty Transaction History