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 136,513 shares of SCHX stock, worth $8.85 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares
136,513
Previous 141,536 3.55%
Holding current value
$8.85 Million
Previous $7.98 Billion 6.13%
% of portfolio
4.77%
Previous 4.8%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
Track This Portfolio

Track Voisard Asset Management Group, Inc. Portfolio

Follow Voisard Asset Management Group, Inc. and customize your updates to receive the information that matters most to you.

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.