Valley Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Valley Financial Group, Inc.
- $136 Billion
- Q2 2024
A detailed history of Valley Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Valley Financial Group, Inc. holds 13,037 shares of SCHD stock, worth $1.08 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
13,037
Previous 13,183
1.11%
Holding current value
$1.08 Million
Previous $1.06 Billion
4.63%
% of portfolio
0.75%
Previous 0.81%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$925 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$841 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$767 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$739 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$684 Million4.66% of portfolio