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

Vista Private Wealth Partners. LLC

  • $249 Million
  • Q2 2024

Shares

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

May 13, 2024
BUY
$75.25 - $80.63 $14,523 - $15,561
193 Added 0.12%
159,645 $12.9 Million
Q4 2023

Feb 13, 2024
SELL
$66.9 - $76.32 $312,489 - $356,490
-4,671 Reduced 2.85%
159,452 $12.1 Million
Q3 2023

Oct 10, 2023
SELL
$70.63 - $75.66 $747,830 - $801,088
-10,588 Reduced 6.06%
164,123 $11.6 Million
Q2 2023

Jul 17, 2023
SELL
$69.18 - $73.94 $58,526 - $62,553
-846 Reduced 0.48%
174,711 $12.7 Million
Q1 2023

May 09, 2023
BUY
$70.28 - $78.03 $563,364 - $625,488
8,016 Added 4.78%
175,557 $12.8 Million
Q4 2022

Jan 12, 2023
BUY
$67.16 - $79.06 $1.17 Million - $1.38 Million
17,433 Added 11.61%
167,541 $0
Q3 2022

Oct 13, 2022
SELL
$66.43 - $77.87 $434,784 - $509,659
-6,545 Reduced 4.18%
150,108 $10.2 Million
Q2 2022

Jul 13, 2022
BUY
$70.31 - $80.24 $377,002 - $430,246
5,362 Added 3.54%
156,653 $11.2 Million
Q1 2022

Apr 13, 2022
BUY
$75.14 - $81.94 $388,699 - $423,875
5,173 Added 3.54%
151,291 $12 Million
Q4 2021

Jan 19, 2022
SELL
$74.93 - $80.86 $477,753 - $515,563
-6,376 Reduced 4.18%
146,118 $11.8 Million
Q3 2021

Oct 13, 2021
BUY
$74.23 - $78.13 $279,995 - $294,706
3,772 Added 2.54%
152,494 $11.3 Million
Q2 2021

Jul 14, 2021
BUY
$73.32 - $77.65 $3.23 Million - $3.42 Million
44,017 Added 42.04%
148,722 $11.3 Million
Q1 2021

Apr 14, 2021
SELL
$63.23 - $73.67 $2.39 Million - $2.79 Million
-37,850 Reduced 26.55%
104,705 $5.79 Million
Q4 2020

Jan 20, 2021
BUY
$54.8 - $65.16 $2.07 Million - $2.47 Million
37,850 Added 36.15%
142,555 $9.01 Million
Q3 2020

Dec 22, 2020
BUY
$50.37 - $58.54 $118,016 - $137,159
2,343 Added 2.29%
104,705 $5.79 Million
Q2 2020

Jul 15, 2020
BUY
$43.56 - $56.5 $217,103 - $281,596
4,984 Added 5.12%
102,362 $5.3 Million
Q1 2020

Apr 16, 2020
SELL
$39.5 - $59.28 $735,332 - $1.1 Million
-18,616 Reduced 16.05%
97,378 $4.26 Million
Q4 2019

Jan 08, 2020
BUY
$52.87 - $58.15 $120,014 - $132,000
2,270 Added 2.0%
115,994 $6.74 Million
Q3 2019

Oct 16, 2019
SELL
$54.39 - $55.76 $4,133 - $4,237
-76 Reduced 0.07%
113,724 $0
Q2 2019

Aug 27, 2019
BUY
N/A
8,826 Added 8.41%
113,800 $5.99 Million
Q1 2019

Apr 18, 2019
BUY
N/A
1,065 Added 1.02%
104,974 $5.6 Million
Q4 2018

Feb 14, 2019
BUY
N/A
496 Added 0.48%
103,909 $5.23 Million
Q3 2018

Nov 15, 2018
SELL
N/A
-543 Reduced 0.52%
103,413 $5.28 Million
Q1 2018

May 15, 2018
BUY
N/A
7,001 Added 7.22%
103,956 $5.13 Million
Q4 2017

Feb 26, 2018
BUY
N/A
3,641 Added 3.9%
96,955 $4.9 Million
Q3 2017

Dec 05, 2017
BUY
N/A
93,314
93,314 $4.56 Million

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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