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

Vista Wealth Management Group, LLC

  • $1.49 Billion
  • Q4 2024

A detailed history of Vista Wealth Management Group, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 7,697 shares of SCHV stock, worth $208,588. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,697
Previous 2,619 193.89%
Holding current value
$208,588
Previous $210,000 4.76%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$25.79 - $80.4 $130,961 - $408,271
5,078 Added 193.89%
7,697 $200,000
Q3 2024

Nov 06, 2024
BUY
$73.43 - $80.37 $192,313 - $210,489
2,619 New
2,619 $210,000
Q2 2021

Jul 27, 2021
SELL
$65.81 - $69.75 $210,526 - $223,130
-3,199 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
$58.71 - $65.66 $187,813 - $210,046
3,199 New
3,199 $209,000

Others Institutions Holding SCHV

# of Institutions
855
Shares Held
199M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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