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

Vista Private Wealth Partners. LLC

  • $331 Million
  • Q3 2025

A detailed history of Vista Private Wealth Partners. LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 1,079,625 shares of SCHG stock, worth $34.3 Million. This represents 10.4% of its overall portfolio holdings.

Number of Shares
1,079,625
Previous 1,079,507 0.01%
Holding current value
$34.3 Million
Previous $31.5 Million 9.25%
% of portfolio
10.4%
Previous 9.96%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$28.92 - $32.19 $3,412 - $3,798
118 Added 0.01%
1,079,625 $34.5 Million
Q2 2025

Aug 13, 2025
BUY
$22.27 - $29.21 $758,315 - $994,629
34,051 Added 3.26%
1,079,507 $31.5 Million
Q1 2025

May 06, 2025
BUY
$24.91 - $29.02 $2.6 Million - $3.03 Million
104,480 Added 11.1%
1,045,456 $26.2 Million
Q4 2024

Feb 03, 2025
BUY
$25.93 - $105.3 $18.5 Million - $75 Million
712,026 Added 311.0%
940,976 $26.2 Million
Q3 2024

Dec 03, 2024
BUY
$92.63 - $105.69 $62,247 - $71,023
672 Added 0.29%
228,950 $23.9 Million
Q2 2024

Aug 05, 2024
SELL
$87.04 - $101.61 $2.98 Million - $3.48 Million
-34,285 Reduced 13.06%
228,278 $23 Million
Q1 2024

May 13, 2024
BUY
$80.6 - $93.32 $5.23 Million - $6.05 Million
64,837 Added 32.79%
262,563 $24.3 Million
Q4 2023

Feb 13, 2024
SELL
$70.08 - $83.37 $3.2 Million - $3.81 Million
-45,722 Reduced 18.78%
197,726 $16.4 Million
Q3 2023

Oct 10, 2023
SELL
$71.99 - $78.02 $356,350 - $386,199
-4,950 Reduced 1.99%
243,448 $17.7 Million
Q2 2023

Jul 17, 2023
SELL
$63.6 - $74.95 $209,180 - $246,510
-3,289 Reduced 1.31%
248,398 $18.6 Million
Q1 2023

May 09, 2023
SELL
$54.19 - $65.17 $3.4 Million - $4.09 Million
-62,783 Reduced 19.96%
251,687 $16.4 Million
Q4 2022

Jan 12, 2023
BUY
$54.31 - $60.76 $1.64 Million - $1.83 Million
30,199 Added 10.62%
314,470 $0
Q3 2022

Oct 13, 2022
BUY
$55.81 - $69.25 $191,037 - $237,042
3,423 Added 1.22%
284,271 $16.2 Million
Q2 2022

Jul 13, 2022
BUY
$55.73 - $76.55 $1.46 Million - $2.01 Million
26,261 Added 10.32%
280,848 $16.4 Million
Q1 2022

Apr 13, 2022
BUY
$65.63 - $82.62 $8.43 Million - $10.6 Million
128,512 Added 101.93%
254,587 $19.1 Million
Q4 2021

Jan 19, 2022
BUY
$73.11 - $83.4 $104,181 - $118,845
1,425 Added 1.14%
126,075 $20.8 Million
Q3 2021

Oct 13, 2021
BUY
$73.24 - $78.94 $126,485 - $136,329
1,727 Added 1.4%
124,650 $18.5 Million
Q2 2021

Jul 14, 2021
SELL
$65.3 - $73.24 $1.16 Million - $1.3 Million
-17,743 Reduced 12.61%
122,923 $18 Million
Q1 2021

Apr 14, 2021
BUY
$61.41 - $68.35 $113,055 - $125,832
1,841 Added 1.33%
140,666 $16.2 Million
Q4 2020

Jan 20, 2021
SELL
$55.95 - $64.38 $103,003 - $118,523
-1,841 Reduced 1.31%
138,825 $17.6 Million
Q3 2020

Dec 22, 2020
SELL
$51.42 - $61.56 $513,428 - $614,676
-9,985 Reduced 6.63%
140,666 $16.2 Million
Q2 2020

Jul 15, 2020
SELL
$37.99 - $51.32 $892,499 - $1.21 Million
-23,493 Reduced 13.49%
150,651 $15.3 Million
Q1 2020

Apr 16, 2020
BUY
$34.6 - $51.17 $334,616 - $494,865
9,671 Added 5.88%
174,144 $13.3 Million
Q4 2019

Jan 08, 2020
SELL
$40.97 - $46.72 $453,824 - $517,517
-11,077 Reduced 6.31%
164,473 $15.5 Million
Q3 2019

Oct 16, 2019
SELL
$41.7 - $42.86 $172,387 - $177,183
-4,134 Reduced 2.3%
175,550 $0
Q2 2019

Aug 27, 2019
SELL
N/A
-300 Reduced 0.17%
179,684 $15 Million
Q1 2019

Apr 18, 2019
SELL
N/A
-5,883 Reduced 3.17%
179,984 $14.6 Million
Q4 2018

Feb 14, 2019
BUY
N/A
9,342 Added 5.29%
185,867 $14 Million
Q3 2018

Nov 15, 2018
SELL
N/A
-4,146 Reduced 2.29%
176,525 $13.3 Million
Q1 2018

May 15, 2018
SELL
N/A
-3,673 Reduced 1.99%
180,671 $13.6 Million
Q4 2017

Feb 26, 2018
SELL
N/A
-9,014 Reduced 4.66%
184,344 $13.6 Million
Q3 2017

Dec 05, 2017
BUY
N/A
193,358
193,358 $13.3 Million

Others Institutions Holding SCHG

# of Institutions
1,636
Shares Held
832M
Call Options Held
606K
Put Options Held
163K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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