Voisard Asset Management Group, Inc. Schwab Strategic Tr Us Large C Transaction History

Voisard Asset Management Group, Inc.

$388 Billion
Q2 2025

A detailed history of Voisard Asset Management Group, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Voisard Asset Management Group, Inc. holds 189,024 shares of SCHX stock, worth $5.01 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

189,024

Previous 211,432 10.6%

Holding current value

$5.01 Million

Previous $4.67 Billion 1.04%

% of portfolio

1.19%

Previous 1.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$19.6 - $24.44 $439,196 - $547,651	-22,408 Reduced 10.6%	189,024 $4.62 Billion
Q1 2025 May 13, 2025	SELL	$21.75 - $24.28 $989,211 - $1.1 Million	-45,481 Reduced 17.7%	211,432 $4.67 Billion
Q4 2024 Feb 07, 2025	BUY	$22.4 - $68.28 $2.59 Million - $7.9 Million	115,759 Added 82.01%	256,913 $5.96 Billion
Q3 2024 Oct 25, 2024	BUY	$61.11 - $67.85 $527,073 - $585,206	8,625 Added 6.51%	141,154 $9.58 Billion
Q2 2024 Jul 15, 2024	SELL	$58.7 - $64.78 $233,860 - $258,083	-3,984 Reduced 2.92%	132,529 $8.52 Billion
Q1 2024 Apr 16, 2024	SELL	$55.41 - $62.08 $278,324 - $311,827	-5,023 Reduced 3.55%	136,513 $8.47 Billion
Q4 2023 Feb 20, 2024	BUY	$48.47 - $56.6 $6.86 Million - $8.01 Million	141,536 New	141,536 $7.98 Billion

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

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 Tr Us Large C Transaction History