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 7,450 shares of SCHW stock, worth $545,340. This represents 0.3% of its overall portfolio holdings.

Number of Shares
7,450
Previous 7,700 3.25%
Holding current value
$545,340
Previous $530 Million 1.73%
% of portfolio
0.3%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $133B
  • 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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