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

Vise Technologies, Inc.

$1.17 Billion
Q4 2024

A detailed history of Vise Technologies, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vise Technologies, Inc. holds 296,158 shares of SCHX stock, worth $6.9 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

296,158

Previous 90,448 227.43%

Holding current value

$6.9 Million

Previous $6.14 Million 11.86%

% of portfolio

0.59%

Previous 0.8%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$22.4 - $68.28 $4.61 Million - $14 Million	205,710 Added 227.43%	296,158 $6.86 Million
Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $521,329 - $578,828	8,531 Added 10.41%	90,448 $6.14 Million
Q2 2024 Aug 01, 2024	SELL	$58.7 - $64.78 $131,429 - $145,042	-2,239 Reduced 2.66%	81,917 $5.26 Million
Q1 2024 May 15, 2024	SELL	$55.41 - $62.08 $455,968 - $510,856	-8,229 Reduced 8.91%	84,156 $5.22 Million
Q4 2023 Feb 07, 2024	SELL	$48.47 - $56.6 $351,989 - $411,029	-7,262 Reduced 7.29%	92,385 $5.21 Million
Q3 2023 Oct 31, 2023	SELL	$50.36 - $54.21 $451,880 - $486,426	-8,973 Reduced 8.26%	99,647 $5.04 Million
Q2 2023 Aug 08, 2023	BUY	$47.67 - $52.37 $409,151 - $449,491	8,583 Added 8.58%	108,620 $5.69 Million
Q1 2023 May 10, 2023	BUY	$44.78 - $49.41 $2,731 - $3,014	61 Added 0.06%	100,037 $4.84 Million
Q4 2022 Feb 09, 2023	BUY	$42.25 - $48.16 $519,759 - $592,464	12,302 Added 14.03%	99,976 $4.51 Million
Q3 2022 Nov 14, 2022	BUY	$42.35 - $51.01 $467,671 - $563,303	11,043 Added 14.41%	87,674 $3.71 Million
Q2 2022 Aug 15, 2022	BUY	$43.35 - $54.51 $1.87 Million - $2.36 Million	43,250 Added 129.56%	76,631 $3.42 Million
Q1 2022 Jun 08, 2022	BUY	$49.51 - $57.27 $1.57 Million - $1.81 Million	31,614 Added 1789.13%	33,381 $1.8 Million
Q4 2021 Jun 07, 2022	BUY	$51.9 - $57.29 $91,707 - $101,231	1,767 New	1,767 $201,000

Others Institutions Holding SCHX

# of Institutions

1,498

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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