Voisard Asset Management Group, Inc. Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Voisard Asset Management Group, Inc. holds 31,338 shares of SCHB stock, worth $679,721. This represents 0.24% of its overall portfolio holdings.
Number of Shares
31,338
Previous 14,060
122.89%
Holding current value
$679,721
Previous $935 Million
23.94%
% of portfolio
0.24%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding SCHB
# of Institutions
1,265Shares Held
422MCall Options Held
365KPut Options Held
32.6K-
Betterment LLC New York, NY17.8MShares$386 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA11.5MShares$249 Million19.46% of portfolio
-
Scs Capital Management LLC Boston, MA10.2MShares$221 Million4.78% of portfolio
-
Evensky & Katz LLC9.33MShares$202 Million13.85% of portfolio
-
Hengehold Capital Management LLC8.94MShares$194 Million19.23% of portfolio