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 5,603 shares of SCHV stock, worth $414,397. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,603
Previous 9,955 43.72%
Holding current value
$414,397
Previous $697,000 39.02%
% of portfolio
0.01%
Previous 0.02%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$64.27 - $69.24 $229,636 - $247,394
3,573 Added 48.77%
10,899 $719,000
Q3 2022

Nov 07, 2022

BUY
N/A
970 Added 15.26%
7,326 $429,000
Q2 2022

Aug 08, 2022

SELL
N/A
-4 Reduced 0.06%
6,356 $397,000
Q1 2022

May 09, 2022

BUY
N/A
503 Added 8.59%
6,360 $454,000
Q4 2021

Feb 07, 2022

SELL
N/A
-139 Reduced 2.32%
5,857 $429,000
Q3 2021

Nov 10, 2021

SELL
N/A
-494 Reduced 7.61%
5,996 $405,000
Q2 2021

Aug 09, 2021

BUY
N/A
588 Added 9.96%
6,490 $444,000
Q1 2021

May 10, 2021

BUY
N/A
274 Added 4.87%
5,902 $385,000
Q4 2020

Feb 10, 2021

SELL
N/A
-1,023 Reduced 15.38%
5,628 $335,000
Q3 2020

Nov 10, 2020

BUY
N/A
136 Added 2.09%
6,651 $347,000
Q2 2020

Aug 12, 2020

BUY
N/A
50 Added 0.77%
6,515 $326,000
Q1 2020

May 07, 2020

SELL
N/A
-96 Reduced 1.46%
6,465 $286,000
Q4 2019

Feb 04, 2020

SELL
N/A
-327 Reduced 4.75%
6,561 $394,000
Q3 2019

Nov 13, 2019

SELL
N/A
-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


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