Vista Private Wealth Partners. LLC Schwab Strategic Tr Us Small C Transaction History

Vista Private Wealth Partners. LLC

  • $223 Million
  • Q1 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 180,028 shares of SCHA stock, worth $8.49 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares
180,028
Previous 177,901 1.2%
Holding current value
$8.49 Million
Previous $8.4 Million 5.47%
% of portfolio
3.98%
Previous 3.25%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$44.84 - $49.24 $95,374 - $104,733
2,127 Added 1.2%
180,028 $8.86 Million
Q4 2023

Feb 13, 2024
BUY
$38.13 - $48.02 $143,063 - $180,171
3,752 Added 2.15%
177,901 $8.4 Million
Q3 2023

Oct 10, 2023
BUY
$40.85 - $46.1 $112,991 - $127,512
2,766 Added 1.61%
174,149 $7.21 Million
Q2 2023

Jul 17, 2023
BUY
$39.91 - $43.82 $76,667 - $84,178
1,921 Added 1.13%
171,383 $7.51 Million
Q1 2023

May 09, 2023
BUY
$39.82 - $46.36 $553,259 - $644,125
13,894 Added 8.93%
169,462 $7.11 Million
Q4 2022

Jan 12, 2023
SELL
$39.61 - $43.54 $95,143 - $104,583
-2,402 Reduced 1.52%
155,568 $0
Q3 2022

Oct 13, 2022
BUY
N/A
1,229 Added 0.78%
157,970 $6.13 Million
Q2 2022

Jul 13, 2022
BUY
N/A
566 Added 0.36%
156,741 $6.17 Million
Q1 2022

Apr 13, 2022
BUY
N/A
81,306 Added 108.6%
156,175 $7.48 Million
Q4 2021

Jan 19, 2022
BUY
N/A
3,350 Added 4.68%
74,869 $7.72 Million
Q3 2021

Oct 13, 2021
BUY
N/A
3,254 Added 4.77%
71,519 $7.16 Million
Q2 2021

Jul 14, 2021
SELL
N/A
-2,532 Reduced 3.58%
68,265 $7.15 Million
Q1 2021

Apr 14, 2021
BUY
N/A
3,647 Added 5.43%
70,797 $4.84 Million
Q4 2020

Jan 20, 2021
SELL
N/A
-3,647 Reduced 5.15%
67,150 $5.89 Million
Q3 2020

Dec 22, 2020
BUY
N/A
2,384 Added 3.48%
70,797 $4.84 Million
Q2 2020

Jul 15, 2020
SELL
N/A
-436 Reduced 0.63%
68,413 $4.47 Million
Q1 2020

Apr 16, 2020
BUY
N/A
4,303 Added 6.67%
68,849 $3.34 Million
Q4 2019

Jan 08, 2020
BUY
N/A
3,425 Added 5.6%
64,546 $4.89 Million
Q3 2019

Oct 16, 2019
BUY
N/A
137 Added 0.22%
61,121 $0
Q2 2019

Aug 27, 2019
BUY
N/A
1,597 Added 2.69%
60,984 $4.21 Million
Q1 2019

Apr 18, 2019
BUY
N/A
5,558 Added 10.33%
59,387 $4.26 Million
Q4 2018

Feb 14, 2019
BUY
N/A
2,787 Added 5.46%
53,829 $3.68 Million
Q3 2018

Nov 15, 2018
BUY
N/A
1,423 Added 2.87%
51,042 $3.52 Million
Q1 2018

May 15, 2018
BUY
N/A
1,271 Added 2.63%
49,619 $3.6 Million
Q4 2017

Feb 26, 2018
BUY
N/A
1,771 Added 3.8%
48,348 $3.36 Million
Q3 2017

Dec 05, 2017
BUY
N/A
46,577
46,577 $3.14 Million

Others Institutions Holding SCHA

# of Institutions
1,103
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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