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 $97,332. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,200
Previous 375
220.0%
Holding current value
$97,332
Previous $30.2 Million
208.6%
% of portfolio
0.05%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$879 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$788 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$742 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$725 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$631 Million5.64% of portfolio