Schwab Strategic Tr us lrg cap etf shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 200k | 61.10 |
| 2023-09-30 | $10M | 198k | 50.38 |
| 2023-06-30 | $11M | 207k | 52.33 |
| 2023-03-31 | $9.9M | 203k | 48.66 |
| 2022-12-31 | $9.3M | 205k | 45.15 |
| 2022-09-30 | $7.7M | 177k | 43.43 |
| 2022-06-30 | $8.0M | 178k | 44.81 |
| 2022-03-31 | $9.6M | 177k | 54.01 |
| 2021-12-31 | $10M | 89k | 114.34 |
| 2021-09-30 | $10M | 99k | 104.03 |
| 2021-06-30 | $10M | 98k | 104.36 |
| 2021-03-31 | $10M | 124k | 80.63 |
| 2020-12-31 | $9.1M | 101k | 89.80 |
| 2020-09-30 | $10M | 124k | 80.63 |
| 2020-06-30 | $9.4M | 126k | 74.10 |
| 2020-03-31 | $7.6M | 130k | 58.75 |
| 2019-12-31 | $12M | 148k | 77.51 |
| 2019-09-30 | $11M | 153k | 70.71 |
| 2019-06-30 | $11M | 155k | 69.61 |
| 2019-03-31 | $10M | 151k | 68.92 |
| 2018-12-31 | $10M | 156k | 64.81 |
| 2018-09-30 | $10M | 155k | 65.35 |
| 2018-03-31 | $11M | 161k | 65.46 |
| 2017-12-31 | $10M | 159k | 64.91 |
| 2017-09-30 | $9.9M | 159k | 61.91 |
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