A detailed history of Voisard Asset Management Group, Inc. transactions in Schwab Charles Corp stock. As of the latest transaction made, Voisard Asset Management Group, Inc. holds 5,741 shares of SCHW stock, worth $477,536. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,741
Previous 5,739 0.03%
Holding current value
$477,536
Previous $372 Million 14.24%
% of portfolio
0.14%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$63.31 - $82.85 $126 - $165
2 Added 0.03%
5,741 $425 Million
Q3 2024

Oct 25, 2024

BUY
$61.74 - $76.08 $1,173 - $1,445
19 Added 0.33%
5,739 $372 Million
Q2 2024

Jul 15, 2024

SELL
$70.03 - $78.9 $121,151 - $136,497
-1,730 Reduced 23.22%
5,720 $422 Million
Q1 2024

Apr 16, 2024

SELL
$61.89 - $72.38 $15,472 - $18,095
-250 Reduced 3.25%
7,450 $539 Million
Q4 2023

Feb 20, 2024

BUY
$49.33 - $70.98 $379,841 - $546,546
7,700 New
7,700 $530 Million

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $151B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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