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

Vista Private Wealth Partners. LLC

$276 Million
Q1 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 194,492 shares of SCHX stock, worth $4.59 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

194,492

Previous 196,545 1.04%

Holding current value

$4.59 Million

Previous $4.56 Million 5.73%

% of portfolio

1.56%

Previous 1.78%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$21.75 - $24.28 $44,652 - $49,846	-2,053 Reduced 1.04%	194,492 $4.29 Million
Q4 2024 Feb 03, 2025	BUY	$22.4 - $68.28 $2.89 Million - $8.81 Million	129,003 Added 191.0%	196,545 $4.56 Million
Q3 2024 Dec 03, 2024	SELL	$61.11 - $67.85 $20,655 - $22,933	-338 Reduced 0.5%	67,542 $4.58 Million
Q2 2024 Aug 05, 2024	SELL	$58.7 - $64.78 $7.74 Million - $8.54 Million	-131,782 Reduced 66.0%	67,880 $4.36 Million
Q1 2024 May 13, 2024	SELL	$55.41 - $62.08 $10.8 Million - $12.2 Million	-195,790 Reduced 49.51%	199,662 $12.4 Million
Q4 2023 Feb 13, 2024	BUY	$48.47 - $56.6 $9.58 Million - $11.2 Million	197,565 Added 99.84%	395,452 $22.3 Million
Q3 2023 Oct 10, 2023	SELL	$50.36 - $54.21 $467,089 - $502,797	-9,275 Reduced 4.48%	197,887 $10 Million
Q2 2023 Jul 17, 2023	BUY	$47.67 - $52.37 $179,906 - $197,644	3,774 Added 1.86%	207,162 $10.8 Million
Q1 2023 May 09, 2023	SELL	$44.78 - $49.41 $81,947 - $90,420	-1,830 Reduced 0.89%	203,388 $9.84 Million
Q4 2022 Jan 12, 2023	BUY	$42.25 - $48.16 $1.17 Million - $1.34 Million	27,779 Added 15.66%	205,218 $0
Q3 2022 Oct 13, 2022	SELL	$42.35 - $51.01 $35,489 - $42,746	-838 Reduced 0.47%	177,439 $7.71 Million
Q2 2022 Jul 13, 2022	BUY	$43.35 - $54.51 $37,020 - $46,551	854 Added 0.48%	178,277 $7.99 Million
Q1 2022 Apr 13, 2022	BUY	$49.51 - $57.27 $4.39 Million - $5.08 Million	88,665 Added 99.9%	177,423 $9.58 Million
Q4 2021 Jan 19, 2022	SELL	$51.9 - $57.29 $517,235 - $570,952	-9,966 Reduced 10.09%	88,758 $10.1 Million
Q3 2021 Oct 13, 2021	BUY	$51.52 - $54.94 $19,783 - $21,096	384 Added 0.39%	98,724 $10.3 Million
Q2 2021 Jul 14, 2021	SELL	$48.62 - $52.01 $1.26 Million - $1.35 Million	-25,862 Reduced 20.82%	98,340 $10.3 Million
Q1 2021 Apr 14, 2021	BUY	$44.9 - $48.34 $1.02 Million - $1.1 Million	22,819 Added 22.51%	124,202 $10 Million
Q4 2020 Jan 20, 2021	SELL	$39.35 - $45.48 $897,927 - $1.04 Million	-22,819 Reduced 18.37%	101,383 $9.1 Million
Q3 2020 Dec 22, 2020	SELL	$37.26 - $43.03 $74,259 - $85,758	-1,993 Reduced 1.58%	124,202 $10 Million
Q2 2020 Jul 15, 2020	SELL	$29.25 - $38.76 $103,925 - $137,714	-3,553 Reduced 2.74%	126,195 $9.35 Million
Q1 2020 Apr 16, 2020	SELL	$26.61 - $40.52 $478,474 - $728,590	-17,981 Reduced 12.17%	129,748 $7.62 Million
Q4 2019 Jan 08, 2020	SELL	$34.42 - $38.54 $168,004 - $188,113	-4,881 Reduced 3.2%	147,729 $11.5 Million
Q3 2019 Oct 16, 2019	SELL	$35.28 - $36.01 $96,737 - $98,739	-2,742 Reduced 1.77%	152,610 $0
Q2 2019 Aug 27, 2019	BUY	N/A	4,240 Added 2.81%	155,352 $10.8 Million
Q1 2019 Apr 18, 2019	SELL	N/A	-5,254 Reduced 3.36%	151,112 $10.4 Million
Q4 2018 Feb 14, 2019	BUY	N/A	1,667 Added 1.08%	156,366 $10.1 Million
Q3 2018 Nov 15, 2018	SELL	N/A	-5,825 Reduced 3.63%	154,699 $10.1 Million
Q1 2018 May 15, 2018	BUY	N/A	1,208 Added 0.76%	160,524 $10.5 Million
Q4 2017 Feb 26, 2018	SELL	N/A	-88 Reduced 0.06%	159,316 $10.3 Million
Q3 2017 Dec 05, 2017	BUY	N/A	159,404	159,404 $9.87 Million

Others Institutions Holding SCHX

# of Institutions

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

View Full List

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