Vista Capital Partners, Inc. Schwab Strategic Tr Us Large C Transaction History
Vista Capital Partners, Inc.
- $5.49 Billion
- Q3 2024
A detailed history of Vista Capital Partners, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vista Capital Partners, Inc. holds 3,420 shares of SCHG stock, worth $97,367. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,420
Previous 2,519
35.77%
Holding current value
$97,367
Previous $254,000
40.16%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SCHG
# of Institutions
1,363Shares Held
1.88BCall Options Held
140KPut Options Held
96.3K-
Koshinski Asset Management, Inc.1.56BShares$44.5 Billion97.59% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.12 Billion14.24% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$320 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$311 Million0.38% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$272 Million1.33% of portfolio