Voisard Asset Management Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Voisard Asset Management Group, Inc.
- $240 Billion
- Q3 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 87,769 shares of SCHM stock, worth $2.44 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
87,769
Previous 85,220
2.99%
Holding current value
$2.44 Million
Previous $6.63 Billion
9.95%
% of portfolio
3.04%
Previous 3.24%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$722 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$274 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$200 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$90.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66 Million0.18% of portfolio