Vantage Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Vantage Financial Partners, LLC

  • $368 Million
  • Q1 2024

A detailed history of Vantage Financial Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 207,878 shares of SCHX stock, worth $13.4 Million. This represents 3.51% of its overall portfolio holdings.

Number of Shares
207,878
Previous 205,321 1.25%
Holding current value
$13.4 Million
Previous $11.6 Million 11.4%
% of portfolio
3.51%
Previous 3.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$55.41 - $62.08 $141,683 - $158,738
2,557 Added 1.25%
207,878 $12.9 Million
Q4 2023

Feb 05, 2024
BUY
$48.47 - $56.6 $123,356 - $144,047
2,545 Added 1.26%
205,321 $11.6 Million
Q3 2023

Nov 02, 2023
SELL
$50.36 - $54.21 $527,521 - $567,849
-10,475 Reduced 4.91%
202,776 $10.3 Million
Q2 2023

Aug 08, 2023
SELL
$47.67 - $52.37 $13,109 - $14,401
-275 Reduced 0.13%
213,251 $11.2 Million
Q1 2023

May 08, 2023
BUY
$44.78 - $49.41 $9.56 Million - $10.6 Million
213,526 New
213,526 $10.3 Million

Others Institutions Holding SCHX

# of Institutions
1,257
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Vantage Financial Partners, LLC Portfolio

Follow Vantage Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vantage Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vantage Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email