Vista Private Wealth Partners. LLC Schwab Strategic U.S. Mid Cap Transaction History
Vista Private Wealth Partners. LLC
- $256 Million
- Q4 2024
A detailed history of Vista Private Wealth Partners. LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 568,894 shares of SCHM stock, worth $15.3 Million. This represents 6.16% of its overall portfolio holdings.
Number of Shares
568,894
Previous 204,460
178.24%
Holding current value
$15.3 Million
Previous $17 Million
7.21%
% of portfolio
6.16%
Previous 6.51%
Shares
29 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.6 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$768 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$271 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$204 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$201 Million2.94% of portfolio