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

Vista Wealth Management Group, LLC

$1.32 Billion
Q2 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 21,964 shares of SCHX stock, worth $1.49 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

21,964

Previous 22,245 1.26%

Holding current value

$1.49 Million

Previous $1.38 Million 2.25%

% of portfolio

0.11%

Previous 0.11%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,316

Shares Held

447M

Call Options Held

24.7K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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