Vantage Financial Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Vantage Financial Partners, LLC

$357 Million
Q4 2024

A detailed history of Vantage Financial Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 107,260 shares of SCHM stock, worth $2.86 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

107,260

Previous 36,016 197.81%

Holding current value

$2.86 Million

Previous $2.99 Million 0.67%

% of portfolio

0.83%

Previous 0.78%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$27.54 - $83.04 $1.96 Million - $5.92 Million	71,244 Added 197.81%	107,260 $2.97 Million
Q3 2024 Nov 08, 2024	SELL	$75.47 - $83.18 $8.5 Million - $9.37 Million	-112,674 Reduced 75.78%	36,016 $2.99 Million
Q2 2024 Aug 07, 2024	BUY	$75.69 - $81.19 $160,387 - $172,041	2,119 Added 1.45%	148,690 $11.6 Million
Q1 2024 May 02, 2024	BUY	$72.89 - $81.43 $194,689 - $217,499	2,671 Added 1.86%	146,571 $11.9 Million
Q4 2023 Feb 05, 2024	BUY	$63.01 - $75.95 $1.12 Million - $1.35 Million	17,724 Added 14.05%	143,900 $10.8 Million
Q3 2023 Nov 02, 2023	BUY	$66.75 - $73.98 $280,083 - $310,420	4,196 Added 3.44%	126,176 $8.54 Million
Q2 2023 Aug 08, 2023	BUY	$65.29 - $71.03 $5,876 - $6,392	90 Added 0.07%	121,980 $8.66 Million
Q1 2023 May 08, 2023	BUY	$64.24 - $73.9 $7.83 Million - $9.01 Million	121,890 New	121,890 $8.27 Million

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

275M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Vantage Financial Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History