Schwab Strategic Tr cmn shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 227k | 74.08 |
| 2024-06-30 | $17M | 227k | 74.08 |
| 2024-03-31 | $16M | 216k | 74.44 |
| 2023-09-30 | $14M | 217k | 63.64 |
| 2023-06-30 | $14M | 215k | 66.99 |
| 2023-03-31 | $14M | 213k | 65.28 |
| 2022-12-31 | $13M | 202k | 66.02 |
| 2022-09-30 | $12M | 202k | 60.13 |
| 2022-06-30 | $12M | 196k | 62.61 |
| 2022-03-31 | $13M | 185k | 71.63 |
| 2021-12-31 | $14M | 184k | 73.29 |
| 2021-09-30 | $12M | 170k | 67.48 |
| 2021-06-30 | $11M | 159k | 68.66 |
| 2021-03-31 | $7.3M | 140k | 52.19 |
| 2020-12-31 | $8.6M | 146k | 58.71 |
| 2020-09-30 | $7.3M | 140k | 52.19 |
| 2020-06-30 | $6.9M | 137k | 50.11 |
| 2020-03-31 | $5.9M | 140k | 42.40 |
| 2019-12-31 | $11M | 188k | 60.44 |
| 2019-09-30 | $11M | 196k | 56.46 |
| 2019-06-30 | $11M | 194k | 54.75 |
| 2019-03-31 | $11M | 194k | 55.71 |
| 2018-12-31 | $10M | 190k | 53.00 |
| 2018-09-30 | $9.4M | 173k | 54.22 |
| 2018-03-31 | $9.0M | 167k | 54.12 |
| 2017-12-31 | $9.2M | 168k | 54.56 |
| 2017-09-30 | $9.1M | 173k | 52.94 |
More positions owned by Vista Private Wealth Partners
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