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

Voisard Asset Management Group, Inc.

$388 Billion
Q2 2025

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 189,024 shares of SCHX stock, worth $4.77 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

189,024

Previous 211,432 10.6%

Holding current value

$4.77 Million

Previous $4.67 Billion 1.04%

% of portfolio

1.19%

Previous 1.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$19.6 - $24.44 $439,196 - $547,651	-22,408 Reduced 10.6%	189,024 $4.62 Billion
Q1 2025 May 13, 2025	SELL	$21.75 - $24.28 $989,211 - $1.1 Million	-45,481 Reduced 17.7%	211,432 $4.67 Billion
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $2.59 Million - $7.9 Million	115,759 Added 82.01%	256,913 $5.96 Billion
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

1,530

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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