Voisard Asset Management Group, Inc. Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Voisard Asset Management Group, Inc. holds 132,529 shares of SCHX stock, worth $8.92 Million. This represents 4.16% of its overall portfolio holdings.
Number of Shares
132,529
Previous 136,513
2.92%
Holding current value
$8.92 Million
Previous $8.47 Billion
0.51%
% of portfolio
4.16%
Previous 4.77%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,315Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.9 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$963 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$843 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$713 Million25.33% of portfolio