Voisard Asset Management Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Voisard Asset Management Group, Inc.
- $205 Billion
- Q2 2024
A detailed history of Voisard Asset Management Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Voisard Asset Management Group, Inc. holds 1,200 shares of SCHD stock, worth $99,251. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,200
Previous 375
220.0%
Holding current value
$99,251
Previous $30.2 Million
208.6%
% of portfolio
0.05%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio