SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

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

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

Q1 2024
Shares 159,645 Value ($000) $12,594 Avg Close — Range —
Q4 2023
Shares 159,452 Value ($000) $12,163 Avg Close — Range —
Q3 2023
Shares 164,123 Value ($000) $11,496 Avg Close — Range —
Q2 2023
Shares 174,711 Value ($000) $12,695 Avg Close — Range —
Q1 2023
Shares 175,557 Value ($000) $12,399 Avg Close — Range —
Q4 2022
Shares 167,541 Value ($000) $12,656 Avg Close — Range —
Q3 2022
Shares 150,108 Value ($000) $10,239 Avg Close — Range —
Q2 2022
Shares 156,653 Value ($000) $11,229 Avg Close — Range —
Q1 2022
Shares 151,291 Value ($000) $11,987 Avg Close — Range —
Q4 2021
Shares 146,118 Value ($000) $11,793 Avg Close — Range —
Q3 2021
Shares 152,494 Value ($000) $11,321 Avg Close — Range —
Q2 2021
Shares 148,722 Value ($000) $11,276 Avg Close — Range —
Q1 2021
Shares 104,705 Value ($000) $5,790 Avg Close — Range —
Q4 2020
Shares 142,555 Value ($000) $9,014 Avg Close — Range —
Q3 2020
Shares 104,705 Value ($000) $5,790 Avg Close — Range —
Q2 2020
Shares 102,362 Value ($000) $5,297 Avg Close — Range —
Q1 2020
Shares 97,378 Value ($000) $4,257 Avg Close — Range —
Q4 2019
Shares 115,994 Value ($000) $6,736 Avg Close — Range —
Q3 2019
Shares 113,724 Value ($000) $6,203,074 Avg Close — Range —
Q2 2019
Shares 113,800 Value ($000) $5,985 Avg Close — Range —
Q1 2019
Shares 104,974 Value ($000) $5,600 Avg Close — Range —
Q4 2018
Shares 103,909 Value ($000) $5,225 Avg Close — Range —
Q3 2018
Shares 103,413 Value ($000) $5,283 Avg Close — Range —
Q1 2018
Shares 103,956 Value ($000) $5,134 Avg Close — Range —
Q4 2017
Shares 96,955 Value ($000) $4,900 Avg Close — Range —
Q3 2017
Shares 93,314 Value ($000) $4,562 Avg Close — Range —