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

Vista Wealth Management Group, LLC

$1.27 Billion
Q1 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 2,483 shares of SCHD stock, worth $191,637. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,483

Holding current value

$191,637

% of portfolio

0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$75.25 - $80.63 $186,845 - $200,204	2,483 New	2,483 $200,000
Q2 2023 Aug 02, 2023	BUY	$69.18 - $73.94 $20,754 - $22,182	300 Added 5.68%	5,582 $405,000
Q1 2023 May 04, 2023	BUY	$70.28 - $78.03 $4,919 - $5,462	70 Added 1.34%	5,282 $386,000
Q4 2022 Feb 07, 2023	BUY	$73.08 - $79.06 $107,573 - $116,376	1,472 Added 39.36%	5,212 $393,000
Q3 2022 Oct 25, 2022	SELL	N/A	-1,171 Reduced 23.84%	3,740 $267,000

Q1 2022 May 04, 2022	SELL	N/A	-438 Reduced 8.19%	4,911 $387,000
Q3 2021 Nov 02, 2021	BUY	N/A	14 Added 0.26%	5,349 $397,000
Q2 2021 Jul 27, 2021	BUY	N/A	1,637 Added 44.27%	5,335 $403,000
Q3 2020 Oct 26, 2020	BUY	N/A	3,698 New	3,698 $204,000
Q1 2020 May 01, 2020	SELL	N/A	-3,698 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	N/A	3,698 New	3,698 $214,000

Others Institutions Holding SCHD

# of Institutions

1,642

Shares Held

271M

Call Options Held

1.95M

Put Options Held

715K

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Vista Wealth Management Group, LLC Schwab Strategic Tr Us Dividen Transaction History