Vista Private Wealth Partners. LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 125,591 shares of SCHE stock, worth $3.35 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares
125,591
Previous 127,225 1.28%
Holding current value
$3.35 Million
Previous $3.15 Million 0.57%
% of portfolio
1.42%
Previous 1.22%

Shares

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

May 13, 2024
SELL
$23.47 - $25.45 $38,349 - $41,585
-1,634 Reduced 1.28%
125,591 $3.17 Million
Q4 2023

Feb 13, 2024
BUY
$23.04 - $24.89 $435,225 - $470,172
18,890 Added 17.44%
127,225 $3.15 Million
Q3 2023

Oct 10, 2023
SELL
$23.83 - $26.11 $618,722 - $677,920
-25,964 Reduced 19.33%
108,335 $2.59 Million
Q2 2023

Jul 17, 2023
BUY
$23.66 - $25.54 $52,690 - $56,877
2,227 Added 1.69%
134,299 $3.31 Million
Q1 2023

May 09, 2023
BUY
$23.32 - $26.39 $129,869 - $146,965
5,569 Added 4.4%
132,072 $3.24 Million
Q4 2022

Jan 12, 2023
SELL
$22.0 - $24.95 $78,100 - $88,572
-3,550 Reduced 2.73%
126,503 $0
Q3 2022

Oct 13, 2022
SELL
N/A
-4,107 Reduced 3.06%
130,053 $2.95 Million
Q2 2022

Jul 13, 2022
BUY
N/A
1,727 Added 1.3%
134,160 $3.38 Million
Q1 2022

Apr 13, 2022
BUY
N/A
1,152 Added 0.88%
132,433 $3.75 Million
Q4 2021

Jan 19, 2022
BUY
N/A
5,224 Added 4.14%
131,281 $3.91 Million
Q3 2021

Oct 13, 2021
BUY
N/A
4,541 Added 3.74%
126,057 $3.84 Million
Q2 2021

Jul 14, 2021
BUY
N/A
9,513 Added 8.49%
121,516 $3.99 Million
Q1 2021

Apr 14, 2021
SELL
N/A
-4,048 Reduced 3.49%
112,003 $3 Million
Q4 2020

Jan 20, 2021
BUY
N/A
4,048 Added 3.61%
116,051 $3.57 Million
Q3 2020

Dec 22, 2020
BUY
N/A
670 Added 0.6%
112,003 $3 Million
Q2 2020

Jul 15, 2020
SELL
N/A
-1,725 Reduced 1.53%
111,333 $2.71 Million
Q1 2020

Apr 16, 2020
BUY
N/A
2,884 Added 2.62%
113,058 $2.26 Million
Q4 2019

Jan 08, 2020
BUY
N/A
3,543 Added 3.32%
110,174 $3.09 Million
Q3 2019

Oct 16, 2019
BUY
N/A
20 Added 0.02%
106,631 $0
Q2 2019

Aug 27, 2019
BUY
N/A
1,175 Added 1.11%
106,611 $2.62 Million
Q1 2019

Apr 18, 2019
SELL
N/A
-6,886 Reduced 6.13%
105,436 $2.82 Million
Q4 2018

Feb 14, 2019
BUY
N/A
4,549 Added 4.22%
112,322 $2.84 Million
Q3 2018

Nov 15, 2018
BUY
N/A
5,758 Added 5.64%
107,773 $2.62 Million
Q1 2018

May 15, 2018
BUY
N/A
4,287 Added 4.39%
102,015 $2.89 Million
Q4 2017

Feb 26, 2018
BUY
N/A
5,174 Added 5.59%
97,728 $2.87 Million
Q3 2017

Dec 05, 2017
BUY
N/A
92,554
92,554 $2.57 Million

Others Institutions Holding SCHE

# of Institutions
764
Shares Held
234M
Call Options Held
26.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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