Schwab U S Broad Market ETF shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $704k | 30k | 23.83 |
| 2025-06-30 | $704k | 30k | 23.83 |
| 2025-03-31 | $634k | 29k | 21.53 |
| 2024-12-31 | $677k | 30k | 22.70 |
| 2024-09-30 | $651k | 10k | 62.87 |
| 2024-06-30 | $651k | 10k | 62.87 |
| 2024-03-31 | $692k | 12k | 60.01 |
| 2023-09-30 | $606k | 12k | 49.58 |
| 2023-06-30 | $618k | 12k | 51.63 |
| 2023-03-31 | $573k | 12k | 48.01 |
| 2022-12-31 | $578k | 13k | 44.81 |
| 2022-09-30 | $702k | 16k | 43.07 |
| 2022-06-30 | $756k | 17k | 44.36 |
| 2022-03-31 | $943k | 18k | 53.56 |
| 2021-12-31 | $1.0M | 9.1k | 113.49 |
| 2021-09-30 | $1.1M | 11k | 103.83 |
| 2021-06-30 | $1.1M | 11k | 104.63 |
| 2021-03-31 | $1.0M | 13k | 79.66 |
| 2020-12-31 | $1.1M | 12k | 89.76 |
| 2020-09-30 | $1.0M | 13k | 79.66 |
| 2020-06-30 | $1.0M | 14k | 73.45 |
| 2020-03-31 | $1.1M | 19k | 57.96 |
| 2019-12-31 | $1.2M | 15k | 77.55 |
| 2019-09-30 | $1.2M | 17k | 70.82 |
| 2019-06-30 | $1.2M | 17k | 69.75 |
| 2019-03-31 | $1.2M | 17k | 69.37 |
| 2018-12-31 | $1.4M | 22k | 65.33 |
| 2018-09-30 | $752k | 11k | 65.87 |
| 2018-03-31 | $859k | 13k | 66.29 |
| 2017-12-31 | $902k | 14k | 65.53 |
| 2017-09-30 | $959k | 15k | 62.56 |
More positions owned by Vista Private Wealth Partners
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