Voisard Asset Management Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History

Voisard Asset Management Group, Inc.

$299 Billion
Q4 2024

A detailed history of Voisard Asset Management Group, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Voisard Asset Management Group, Inc. holds 138,473 shares of SCHM stock, worth $3.87 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

138,473

Previous 87,769 57.77%

Holding current value

$3.87 Million

Previous $7.29 Billion 47.38%

% of portfolio

1.28%

Previous 3.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$27.54 - $83.04 $1.4 Million - $4.21 Million	50,704 Added 57.77%	138,473 $3.84 Billion
Q3 2024 Oct 25, 2024	BUY	$75.47 - $83.18 $192,373 - $212,025	2,549 Added 2.99%	87,769 $7.29 Billion
Q2 2024 Jul 15, 2024	BUY	$75.69 - $81.19 $201,184 - $215,803	2,658 Added 3.22%	85,220 $6.63 Billion
Q1 2024 Apr 16, 2024	BUY	$72.89 - $81.43 $316,051 - $353,080	4,336 Added 5.54%	82,562 $6.72 Billion
Q4 2023 Feb 20, 2024	BUY	$63.01 - $75.95 $4.93 Million - $5.94 Million	78,226 New	78,226 $5.89 Billion

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Voisard Asset Management Group, Inc. Schwab Strategic U.S. Mid Cap Transaction History