Vise Technologies, Inc. Schwab Strategic Tr Us Small C Transaction History

Vise Technologies, Inc.

$1.17 Billion
Q4 2024

A detailed history of Vise Technologies, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Vise Technologies, Inc. holds 51,709 shares of SCHA stock, worth $1.24 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

51,709

Previous 24,709 109.27%

Holding current value

$1.24 Million

Previous $1.27 Million 5.11%

% of portfolio

0.11%

Previous 0.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$25.33 - $51.16 $683,910 - $1.38 Million	27,000 Added 109.27%	51,709 $1.34 Million
Q3 2024 Nov 13, 2024	BUY	$46.9 - $51.96 $109,136 - $120,910	2,327 Added 10.4%	24,709 $1.27 Million
Q2 2024 Aug 01, 2024	BUY	$45.24 - $49.04 $45,692 - $49,530	1,010 Added 4.73%	22,382 $1.06 Million
Q1 2024 May 15, 2024	BUY	$44.84 - $49.24 $31,253 - $34,320	697 Added 3.37%	21,372 $1.05 Million
Q4 2023 Feb 07, 2024	BUY	$38.13 - $48.02 $159,840 - $201,299	4,192 Added 25.43%	20,675 $976,000
Q3 2023 Oct 31, 2023	BUY	$40.85 - $46.1 $45,180 - $50,986	1,106 Added 7.19%	16,483 $682,000
Q2 2023 Aug 08, 2023	SELL	$39.91 - $43.82 $17,919 - $19,675	-449 Reduced 2.84%	15,377 $673,000
Q1 2023 May 10, 2023	BUY	$39.82 - $46.36 $272,488 - $317,241	6,843 Added 76.18%	15,826 $663,000
Q4 2022 Feb 09, 2023	SELL	$38.25 - $43.54 $27,119 - $30,869	-709 Reduced 7.32%	8,983 $363,000
Q3 2022 Nov 14, 2022	SELL	$37.65 - $45.9 $150,600 - $183,600	-4,000 Reduced 29.21%	9,692 $366,000
Q2 2022 Aug 15, 2022	BUY	$37.88 - $48.01 $518,652 - $657,352	13,692 New	13,692 $534,000

Others Institutions Holding SCHA

# of Institutions

1,257

Shares Held

247M

Call Options Held

58.5K

Put Options Held

4.8K

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 Vise Technologies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vise Technologies, Inc. with notifications on news.

Account

Vise Technologies, Inc. Schwab Strategic Tr Us Small C Transaction History