Voisard Asset Management Group, Inc. Schwab Strategic Tr Us Broad M Transaction History
Voisard Asset Management Group, Inc.
- $342 Billion
- Q1 2025
A detailed history of Voisard Asset Management Group, Inc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Voisard Asset Management Group, Inc. holds 31,371 shares of SCHB stock, worth $700,514. This represents 0.2% of its overall portfolio holdings.
Number of Shares
31,371
Previous 31,338
0.11%
Holding current value
$700,514
Previous $711 Million
5.05%
% of portfolio
0.2%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding SCHB
# of Institutions
1,290Shares Held
487MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC58.4MShares$1.3 Billion3.6% of portfolio
-
Betterment LLC New York, NY17.3MShares$385 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA11.9MShares$267 Million18.94% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$266 Million3.28% of portfolio
-
Evensky & Katz LLC9.02MShares$201 Million13.03% of portfolio