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 66,352 shares of SCHX stock, worth $1.58 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
66,352
Previous 21,970 202.01%
Holding current value
$1.58 Million
Previous $1.49 Million 3.22%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jan 27, 2025
BUY
$22.4 - $68.28 $994,156 - $3.03 Million
44,382 Added 202.01%
66,352 $1.54 Million
Q3 2024

Nov 06, 2024
BUY
$61.11 - $67.85 $366 - $407
6 Added 0.03%
21,970 $1.49 Million
Q2 2024

Jul 30, 2024
SELL
$58.7 - $64.78 $16,494 - $18,203
-281 Reduced 1.26%
21,964 $1.41 Million
Q1 2024

Apr 29, 2024
SELL
$55.41 - $62.08 $22,274 - $24,956
-402 Reduced 1.78%
22,245 $1.38 Million
Q4 2023

Feb 12, 2024
BUY
$48.47 - $56.6 $27,482 - $32,092
567 Added 2.57%
22,647 $1.28 Million
Q3 2023

Nov 14, 2023
BUY
$50.36 - $54.21 $41,295 - $44,452
820 Added 3.86%
22,080 $1.12 Million
Q2 2023

Aug 02, 2023
BUY
$47.67 - $52.37 $143 - $157
3 Added 0.01%
21,260 $1.11 Million
Q1 2023

May 04, 2023
BUY
$44.78 - $49.41 $179 - $197
4 Added 0.02%
21,257 $1.03 Million
Q4 2022

Feb 07, 2023
BUY
$42.25 - $48.16 $169 - $192
4 Added 0.02%
21,253 $959,000
Q3 2022

Oct 25, 2022
BUY
$42.35 - $51.01 $169 - $204
4 Added 0.02%
21,249 $951,000
Q2 2022

Jul 14, 2022
SELL
$43.35 - $54.51 $435,840 - $548,043
-10,054 Reduced 32.12%
21,245 $953,000
Q1 2022

May 04, 2022
BUY
$49.51 - $57.27 $775,574 - $897,134
15,665 Added 100.2%
31,299 $1.69 Million
Q4 2021

Jan 19, 2022
BUY
$51.9 - $57.29 $260,330 - $287,366
5,016 Added 47.24%
15,634 $1.78 Million
Q3 2021

Nov 02, 2021
BUY
$51.52 - $54.94 $5,255 - $5,603
102 Added 0.97%
10,618 $1.11 Million
Q2 2021

Jul 27, 2021
BUY
$48.62 - $52.01 $48 - $52
1 Added 0.01%
10,516 $1.09 Million
Q1 2021

Apr 26, 2021
BUY
$44.9 - $48.34 $16,298 - $17,547
363 Added 3.58%
10,515 $1.01 Million
Q4 2020

Jan 25, 2021
SELL
$39.35 - $45.48 $57,687 - $66,673
-1,466 Reduced 12.62%
10,152 $923,000
Q3 2020

Oct 26, 2020
SELL
$37.26 - $43.03 $14,829 - $17,125
-398 Reduced 3.31%
11,618 $937,000
Q2 2020

Jul 14, 2020
SELL
$29.25 - $38.76 $175 - $232
-6 Reduced 0.05%
12,016 $890,000
Q1 2020

May 01, 2020
BUY
$26.61 - $40.52 $9,686 - $14,749
364 Added 3.12%
12,022 $736,000
Q4 2019

Feb 03, 2020
BUY
$34.42 - $38.54 $401,268 - $449,299
11,658 New
11,658 $895,000

Others Institutions Holding SCHX

# of Institutions
1,379
Shares Held
472M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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