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

Voisard Asset Management Group, Inc.

$240 Billion
Q3 2024

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 141,154 shares of SCHX stock, worth $3.3 Million. This represents 3.99% of its overall portfolio holdings.

Number of Shares

141,154

Previous 132,529 6.51%

Holding current value

$3.3 Million

Previous $8.52 Billion 12.48%

% of portfolio

3.99%

Previous 4.16%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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