Voisard Asset Management Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Voisard Asset Management Group, Inc.

  • $178 Billion
  • Q1 2024

A detailed history of Voisard Asset Management Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Voisard Asset Management Group, Inc. holds 82,562 shares of SCHM stock, worth $6.36 Million. This represents 3.78% of its overall portfolio holdings.

Number of Shares
82,562
Previous 78,226 5.54%
Holding current value
$6.36 Million
Previous $5.89 Billion 14.1%
% of portfolio
3.78%
Previous 3.55%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
BUY
$72.89 - $81.43 $316,051 - $353,080
4,336 Added 5.54%
82,562 $6.72 Billion
Q4 2023

Feb 20, 2024
BUY
$63.01 - $75.95 $4.93 Million - $5.94 Million
78,226 New
78,226 $5.89 Billion

Others Institutions Holding SCHM

# of Institutions
903
Shares Held
96M
Call Options Held
8K
Put Options Held
600
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Voisard Asset Management Group, Inc. Portfolio

Follow Voisard Asset Management Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Voisard Asset Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Voisard Asset Management Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email