Vista Wealth Management Group, LLC Schwab Strategic Tr Us Small C Transaction History

Vista Wealth Management Group, LLC

  • $1.45 Billion
  • Q3 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 6,870 shares of SCHA stock, worth $184,940. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,870
Previous 6,870 -0.0%
Holding current value
$184,940
Previous $325,000 8.62%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$45.24 - $49.04 $89,575 - $97,099
1,980 Added 40.49%
6,870 $325,000
Q4 2023

Feb 12, 2024
SELL
$38.13 - $48.02 $1,029 - $1,296
-27 Reduced 0.55%
4,890 $231,000
Q3 2023

Nov 14, 2023
BUY
$40.85 - $46.1 $200,859 - $226,673
4,917 New
4,917 $203,000
Q2 2020

Jul 14, 2020
SELL
$23.59 - $35.22 $108,325 - $161,730
-4,592 Closed
0 $0
Q1 2020

May 01, 2020
SELL
$22.29 - $38.7 $12,192 - $21,168
-547 Reduced 10.64%
4,592 $237,000
Q4 2019

Feb 03, 2020
BUY
$33.63 - $38.03 $172,824 - $195,436
5,139 New
5,139 $389,000

Others Institutions Holding SCHA

# of Institutions
1,144
Shares Held
146M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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