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 4,415 shares of SCHV stock, worth $122,737. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,415
Previous 5,341 17.34%
Holding current value
$122,737
Previous $395,000 10.38%
% of portfolio
0.01%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$73.43 - $80.37 $67,996 - $74,422
-926 Reduced 17.34%
4,415 $354,000
Q2 2024

Aug 08, 2024

SELL
$71.74 - $75.86 $18,795 - $19,875
-262 Reduced 4.68%
5,341 $395,000
Q1 2024

May 03, 2024

SELL
$68.82 - $75.98 $299,504 - $330,664
-4,352 Reduced 43.72%
5,603 $425,000
Q4 2023

Feb 08, 2024

SELL
$61.16 - $70.24 $37,246 - $42,776
-609 Reduced 5.76%
9,955 $697,000
Q3 2023

Oct 25, 2023

SELL
$64.45 - $69.39 $1,353 - $1,457
-21 Reduced 0.2%
10,564 $680,000
Q2 2023

Aug 03, 2023

SELL
$63.33 - $67.21 $10,449 - $11,089
-165 Reduced 1.53%
10,585 $710,000
Q1 2023

May 03, 2023

SELL
$62.59 - $69.3 $9,325 - $10,325
-149 Reduced 1.37%
10,750 $704,000
Q4 2022

Feb 06, 2023

BUY
$59.13 - $69.24 $211,271 - $247,394
3,573 Added 48.77%
10,899 $719,000
Q3 2022

Nov 07, 2022

BUY
$58.51 - $69.02 $56,754 - $66,949
970 Added 15.26%
7,326 $429,000
Q2 2022

Aug 08, 2022

SELL
$60.93 - $72.3 $243 - $289
-4 Reduced 0.06%
6,356 $397,000
Q1 2022

May 09, 2022

BUY
$67.71 - $74.19 $34,058 - $37,317
503 Added 8.59%
6,360 $454,000
Q4 2021

Feb 07, 2022

SELL
$67.9 - $73.3 $9,438 - $10,188
-139 Reduced 2.32%
5,857 $429,000
Q3 2021

Nov 10, 2021

SELL
$66.91 - $71.05 $33,053 - $35,098
-494 Reduced 7.61%
5,996 $405,000
Q2 2021

Aug 09, 2021

BUY
$65.81 - $69.75 $38,696 - $41,013
588 Added 9.96%
6,490 $444,000
Q1 2021

May 10, 2021

BUY
$58.71 - $65.66 $16,086 - $17,990
274 Added 4.87%
5,902 $385,000
Q4 2020

Feb 10, 2021

SELL
$50.83 - $59.53 $51,999 - $60,899
-1,023 Reduced 15.38%
5,628 $335,000
Q3 2020

Nov 10, 2020

BUY
$49.44 - $54.86 $6,723 - $7,460
136 Added 2.09%
6,651 $347,000
Q2 2020

Aug 12, 2020

BUY
$42.21 - $55.29 $2,110 - $2,764
50 Added 0.77%
6,515 $326,000
Q1 2020

May 07, 2020

SELL
$38.4 - $61.03 $3,686 - $5,858
-96 Reduced 1.46%
6,465 $286,000
Q4 2019

Feb 04, 2020

SELL
$54.73 - $60.25 $17,896 - $19,701
-327 Reduced 4.75%
6,561 $394,000
Q3 2019

Nov 13, 2019

SELL
$56.56 - $57.5 $20,700 - $21,045
-366 Reduced 5.05%
6,888 $391,000
Q2 2019

Aug 05, 2019

BUY
N/A
723 Added 11.07%
7,254 $407,000
Q1 2019

May 09, 2019

BUY
N/A
252 Added 4.01%
6,531 $357,000
Q4 2018

Feb 07, 2019

BUY
N/A
59 Added 0.95%
6,279 $309,000
Q3 2018

Nov 05, 2018

SELL
N/A
-268 Reduced 4.13%
6,220 $349,000
Q2 2018

Aug 09, 2018

BUY
N/A
10 Added 0.15%
6,488 $344,000
Q1 2018

Apr 17, 2018

BUY
N/A
638 Added 10.92%
6,478 $342,000
Q4 2017

Jan 17, 2018

BUY
N/A
238 Added 4.25%
5,840 $319,000
Q3 2017

Oct 24, 2017

BUY
N/A
5,602
5,602 $290,000

Others Institutions Holding SCHV

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Vista Capital Partners, Inc. Portfolio

Follow Vista Capital Partners, Inc. 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 Vista Capital Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vista Capital Partners, Inc. with notifications on news.