Voisard Asset Management Group, Inc. Schwab Strategic Tr Us Large C Transaction History
Voisard Asset Management Group, Inc.
- $432 Billion
- Q3 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 140,311 shares of SCHX stock, worth $3.72 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
140,311
Previous 189,024
25.77%
Holding current value
$3.72 Million
Previous $4.62 Billion
20.0%
% of portfolio
0.86%
Previous 1.19%
Shares
8 transactions
Others Institutions Holding SCHX
# of Institutions
1,630Shares Held
1.14BCall Options Held
64.2KPut Options Held
12K-
Us Bancorp \De\206MShares$5.46 Billion6.54% of portfolio
-
Creative Planning Overland Park, KS80.7MShares$2.14 Billion1.65% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO34.8MShares$923 Million7.45% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA34MShares$903 Million29.65% of portfolio
-
Sei Investments CO Oaks, PA31.4MShares$833 Million0.92% of portfolio