Voisard Asset Management Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Voisard Asset Management Group, Inc.

  • $240 Billion
  • Q3 2024

A detailed history of Voisard Asset Management Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Voisard Asset Management Group, Inc. holds 141,154 shares of SCHX stock, worth $3.3 Million. This represents 3.99% of its overall portfolio holdings.

Number of Shares
141,154
Previous 132,529 6.51%
Holding current value
$3.3 Million
Previous $8.52 Billion 12.48%
% of portfolio
3.99%
Previous 4.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$61.11 - $67.85 $527,073 - $585,206
8,625 Added 6.51%
141,154 $9.58 Billion
Q2 2024

Jul 15, 2024
SELL
$58.7 - $64.78 $233,860 - $258,083
-3,984 Reduced 2.92%
132,529 $8.52 Billion
Q1 2024

Apr 16, 2024
SELL
$55.41 - $62.08 $278,324 - $311,827
-5,023 Reduced 3.55%
136,513 $8.47 Billion
Q4 2023

Feb 20, 2024
BUY
$48.47 - $56.6 $6.86 Million - $8.01 Million
141,536 New
141,536 $7.98 Billion

Others Institutions Holding SCHX

# of Institutions
1,335
Shares Held
461M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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