Vista Capital Partners, Inc. Schwab Strategic Tr Us Broad M Transaction History

Vista Capital Partners, Inc.

$5.75 Billion
Q1 2025

A detailed history of Vista Capital Partners, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Vista Capital Partners, Inc. holds 522,699 shares of SCHB stock, worth $12.8 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

522,699

Previous 530,657 1.5%

Holding current value

$12.8 Million

Previous $12 Million 6.58%

% of portfolio

0.2%

Previous 0.22%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$21.23 - $23.75 $168,948 - $189,002	-7,958 Reduced 1.5%	522,699 $11.3 Million
Q4 2024 Jan 31, 2025	BUY	$22.01 - $66.82 $7.56 Million - $23 Million	343,599 Added 183.69%	530,657 $12 Million
Q3 2024 Oct 31, 2024	SELL	$59.93 - $66.52 $165,286 - $183,462	-2,758 Reduced 1.45%	187,058 $12.4 Million
Q2 2024 Aug 08, 2024	SELL	$57.57 - $63.3 $353,940 - $389,168	-6,148 Reduced 3.14%	189,816 $11.9 Million
Q1 2024 May 03, 2024	SELL	$54.61 - $61.05 $115,882 - $129,548	-2,122 Reduced 1.07%	195,964 $12 Million
Q4 2023 Feb 08, 2024	BUY	$47.61 - $55.91 $283,374 - $332,776	5,952 Added 3.1%	198,086 $11 Million
Q3 2023 Oct 25, 2023	SELL	$49.59 - $53.57 $683,449 - $738,301	-13,782 Reduced 6.69%	192,134 $9.58 Million
Q2 2023 Aug 03, 2023	SELL	$47.08 - $51.7 $131,729 - $144,656	-2,798 Reduced 1.34%	205,916 $10.6 Million
Q1 2023 May 03, 2023	BUY	$44.47 - $49.23 $591,050 - $654,315	13,291 Added 6.8%	208,714 $9.99 Million
Q4 2022 Feb 06, 2023	BUY	$41.94 - $47.81 $3.3 Million - $3.77 Million	78,788 Added 67.55%	195,423 $8.76 Million
Q3 2022 Nov 07, 2022	BUY	$41.99 - $50.63 $445,849 - $537,589	10,618 Added 10.02%	116,635 $4.9 Million
Q2 2022 Aug 08, 2022	BUY	$42.93 - $53.98 $14,853 - $18,677	346 Added 0.33%	106,017 $4.69 Million
Q1 2022 May 09, 2022	BUY	$49.15 - $56.85 $3.52 Million - $4.07 Million	71,542 Added 209.62%	105,671 $5.64 Million
Q4 2021 Feb 07, 2022	SELL	$51.87 - $56.86 $26,090 - $28,600	-503 Reduced 1.45%	34,129 $3.86 Million
Q3 2021 Nov 10, 2021	SELL	$51.32 - $54.83 $52,089 - $55,652	-1,015 Reduced 2.85%	34,632 $3.6 Million
Q2 2021 Aug 09, 2021	SELL	$48.92 - $52.14 $14,137 - $15,068	-289 Reduced 0.8%	35,647 $3.72 Million
Q1 2021 May 10, 2021	SELL	$44.89 - $48.81 $31,961 - $34,752	-712 Reduced 1.94%	35,936 $3.48 Million
Q4 2020 Feb 10, 2021	SELL	$39.03 - $45.5 $83,133 - $96,915	-2,130 Reduced 5.49%	36,648 $3.34 Million
Q3 2020 Nov 10, 2020	SELL	$36.93 - $42.52 $10,931 - $12,585	-296 Reduced 0.76%	38,778 $3.09 Million
Q2 2020 Aug 12, 2020	SELL	$28.84 - $38.49 $1.69 Million - $2.25 Million	-58,517 Reduced 59.96%	39,074 $2.87 Million
Q1 2020 May 07, 2020	BUY	$26.18 - $40.44 $1.81 Million - $2.8 Million	69,257 Added 244.43%	97,591 $5.9 Million
Q4 2019 Feb 04, 2020	SELL	$34.47 - $38.58 $29,885 - $33,448	-867 Reduced 2.97%	28,334 $2.18 Million
Q3 2019 Nov 13, 2019	SELL	$35.32 - $36.13 $17,624 - $18,028	-499 Reduced 1.68%	29,201 $2.07 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-675 Reduced 2.22%	29,700 $2.1 Million
Q1 2019 May 09, 2019	SELL	N/A	-68,366 Reduced 69.24%	30,375 $2.07 Million
Q4 2018 Feb 07, 2019	BUY	N/A	87,718 Added 795.77%	98,741 $5.92 Million
Q3 2018 Nov 05, 2018	SELL	N/A	-156 Reduced 1.4%	11,023 $776,000
Q2 2018 Aug 09, 2018	SELL	N/A	-38 Reduced 0.34%	11,179 $737,000
Q1 2018 Apr 17, 2018	BUY	N/A	1,027 Added 10.08%	11,217 $716,000
Q4 2017 Jan 17, 2018	BUY	N/A	284 Added 2.87%	10,190 $657,000
Q3 2017 Oct 24, 2017	BUY	N/A	9,906	9,906 $603,000

Others Institutions Holding SCHB

# of Institutions

1,340

Shares Held

501M

Call Options Held

350K

Put Options Held

28.3K

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Vista Capital Partners, Inc. Schwab Strategic Tr Us Broad M Transaction History