Voisard Asset Management Group’s Charles Schwab SCHW Stock Holding History

Voisard Asset Management Group’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$556K	Buy
2025 Q2	$529K	Buy
2025 Q1	$450K	Buy
2024 Q4	$425K	Buy
2024 Q3	$372K	Buy
2024 Q2	$422K	Sell
2024 Q1	$539K	Sell
2023 Q4	$530K	Buy