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

Voisard Asset Management Group, Inc.

$299 Billion
Q4 2024

A detailed history of Voisard Asset Management Group, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Voisard Asset Management Group, Inc. holds 28,072 shares of SCHA stock, worth $666,429. This represents 0.24% of its overall portfolio holdings.

Number of Shares

28,072

Previous 17,377 61.55%

Holding current value

$666,429

Previous $895 Million 18.88%

% of portfolio

0.24%

Previous 0.37%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$25.33 - $51.16 $270,904 - $547,156	10,695 Added 61.55%	28,072 $726 Million
Q3 2024 Oct 25, 2024	SELL	$46.9 - $51.96 $18,619 - $20,628	-397 Reduced 2.23%	17,377 $895 Million
Q2 2024 Jul 15, 2024	SELL	$45.24 - $49.04 $11,762 - $12,750	-260 Reduced 1.44%	17,774 $843 Million
Q1 2024 Apr 16, 2024	SELL	$44.84 - $49.24 $1,883 - $2,068	-42 Reduced 0.23%	18,034 $888 Million
Q4 2023 Feb 20, 2024	BUY	$38.13 - $48.02 $689,237 - $868,009	18,076 New	18,076 $854 Million

Others Institutions Holding SCHA

# of Institutions

1,251

Shares Held

272M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Voisard Asset Management Group, Inc. Schwab Strategic Tr Us Small C Transaction History