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Voisard Asset Management Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Voisard Asset Management Group’s Portfolio SCHB Stock Details SCHB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$639K Sell
26,811
-4,560
-15% -$109K 0.16% 51
2025
Q1 		$675K Buy
31,371
+33
+0.1% +$710 0.2% 40
2024
Q4 		$711K Buy
31,338
+17,278
+123% +$392K 0.24% 41
2024
Q3 		$935K Buy
+14,060
New +$935K 0.39% 23