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

Voisard Asset Management Group, Inc.

$342 Billion
Q1 2025

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 103,356 shares of SCHM stock, worth $2.8 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

103,356

Previous 138,473 25.36%

Holding current value

$2.8 Million

Previous $3.84 Billion 29.43%

% of portfolio

0.79%

Previous 1.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$25.58 - $29.24 $898,292 - $1.03 Million	-35,117 Reduced 25.36%	103,356 $2.71 Billion
Q4 2024 Feb 07, 2025	BUY	$27.54 - $83.04 $1.4 Million - $4.21 Million	50,704 Added 57.77%	138,473 $3.84 Billion
Q3 2024 Oct 25, 2024	BUY	$75.47 - $83.18 $192,373 - $212,025	2,549 Added 2.99%	87,769 $7.29 Billion
Q2 2024 Jul 15, 2024	BUY	$75.69 - $81.19 $201,184 - $215,803	2,658 Added 3.22%	85,220 $6.63 Billion
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

1,004

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

Track This Portfolio

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.

Account

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