SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

Vista Private Wealth Partners. LLC's Holding History (CIK: 0001657980)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 194,727 Value ($000) $4,759 Avg Close — Range —
Q3 2025
Shares 194,727 Value ($000) $4,759 Avg Close — Range —
Q2 2025
Shares 194,411 Value ($000) $4,751 Avg Close — Range —
Q1 2025
Shares 194,492 Value ($000) $4,294 Avg Close — Range —
Q4 2024
Shares 196,545 Value ($000) $4,556 Avg Close — Range —
Q3 2024
Shares 67,542 Value ($000) $4,583 Avg Close — Range —
Q2 2024
Shares 67,880 Value ($000) $4,361 Avg Close — Range —
Q1 2024
Shares 199,662 Value ($000) $12,199 Avg Close — Range —
Q4 2023
Shares 395,452 Value ($000) $13,133 Avg Close — Range —
Q3 2023
Shares 197,887 Value ($000) $9,969 Avg Close — Range —
Q2 2023
Shares 207,162 Value ($000) $10,841 Avg Close — Range —
Q1 2023
Shares 203,388 Value ($000) $9,897 Avg Close — Range —
Q4 2022
Shares 205,218 Value ($000) $9,266 Avg Close — Range —
Q3 2022
Shares 177,439 Value ($000) $7,706 Avg Close — Range —
Q2 2022
Shares 178,277 Value ($000) $7,989 Avg Close — Range —
Q1 2022
Shares 177,423 Value ($000) $9,583 Avg Close — Range —
Q4 2021
Shares 88,758 Value ($000) $10,149 Avg Close — Range —
Q3 2021
Shares 98,724 Value ($000) $10,270 Avg Close — Range —
Q2 2021
Shares 98,340 Value ($000) $10,263 Avg Close — Range —
Q1 2021
Shares 124,202 Value ($000) $10,014 Avg Close — Range —
Q4 2020
Shares 101,383 Value ($000) $9,104 Avg Close — Range —
Q3 2020
Shares 124,202 Value ($000) $10,014 Avg Close — Range —
Q2 2020
Shares 126,195 Value ($000) $9,351 Avg Close — Range —
Q1 2020
Shares 129,748 Value ($000) $7,623 Avg Close — Range —
Q4 2019
Shares 147,729 Value ($000) $11,450 Avg Close — Range —
Q3 2019
Shares 152,610 Value ($000) $10,791,069 Avg Close — Range —
Q2 2019
Shares 155,352 Value ($000) $10,814 Avg Close — Range —
Q1 2019
Shares 151,112 Value ($000) $10,415 Avg Close — Range —
Q4 2018
Shares 156,366 Value ($000) $10,134 Avg Close — Range —
Q3 2018
Shares 154,699 Value ($000) $10,110 Avg Close — Range —
Q1 2018
Shares 160,524 Value ($000) $10,508 Avg Close — Range —
Q4 2017
Shares 159,316 Value ($000) $10,341 Avg Close — Range —
Q3 2017
Shares 159,404 Value ($000) $9,869 Avg Close — Range —