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%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,351Shares Held
348MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$599 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$326 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$289 Million1.12% of portfolio