Vista Private Wealth Partners. LLC Schwab Intermediate Term Us Tr Transaction History

Vista Private Wealth Partners. LLC

  • $256 Million
  • Q4 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 14, 2021
SELL
$56.38 - $57.16 $419,467 - $425,270
-7,440 Closed
0 $0
Q1 2021

Apr 14, 2021
BUY
$56.41 - $58.25 $419,690 - $433,380
7,440 New
7,440 $437,000
Q4 2020

Jan 20, 2021
SELL
$57.98 - $58.64 $431,371 - $436,281
-7,440 Closed
0 $0
Q3 2020

Dec 22, 2020
BUY
$58.56 - $58.96 $41,928 - $42,215
716 Added 10.65%
7,440 $437,000
Q2 2020

Jul 15, 2020
BUY
$58.18 - $58.86 $391,202 - $395,774
6,724 New
6,724 $395,000
Q1 2020

Apr 16, 2020
SELL
$55.04 - $58.78 $266,999 - $285,141
-4,851 Closed
0 $0
Q4 2019

Jan 08, 2020
BUY
$54.79 - $56.05 $10,081 - $10,313
184 Added 3.94%
4,851 $267,000
Q3 2019

Oct 16, 2019
SELL
$54.92 - $55.68 $5,546 - $5,623
-101 Reduced 2.12%
4,667 $0
Q2 2019

Aug 27, 2019
BUY
N/A
155 Added 3.36%
4,768 $267,000
Q1 2019

Apr 18, 2019
BUY
N/A
214 Added 4.86%
4,613 $246,000
Q4 2018

Feb 14, 2019
BUY
N/A
4,399 New
4,399 $233,000
Q3 2018

Nov 15, 2018
SELL
N/A
-4,567 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
4,567 New
4,567 $237,000

Others Institutions Holding SCHR

# of Institutions
446
Shares Held
356M
Call Options Held
2.7K
Put Options Held
0
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

SCHR Quotes by TradingView
  • Ticker SCHR
  • Sector ETFs
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