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Charles Schwab Corporation shares owned by Voisard Asset Management Group

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Voisard Asset Management Group from 13F filings

Historical chart of Voisard Asset Management Group investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Voisard Asset Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Voisard Asset Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $539k 7.5k 72.34
2023-12-31 $530k 7.7k 68.80

More positions owned by Voisard Asset Management Group

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)

View all positions for Voisard Asset Management Group

Top funds holding Charles Schwab Corporation

Vanguard Group
Dodge & Cox
T. Rowe Price Associates
Jpmorgan Chase & Co
Massachusetts Financial Services
Harris Associates L.P
Alliancebernstein
Fisher Investments
Flossbach Von Storch
Bank of America Corporation
Norges Bank Investment Management
Citadel Advisors
Wellington Management Company
Bank of New York Mellon
Legal & General Group

View all funds holding Charles Schwab Corporation