Valley Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Valley Financial Group, Inc.

  • $143 Billion
  • Q3 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 12,540 shares of SCHD stock, worth $369,177. This represents 0.74% of its overall portfolio holdings.

Number of Shares
12,540
Previous 13,037 3.81%
Holding current value
$369,177
Previous $1.01 Billion 4.56%
% of portfolio
0.74%
Previous 0.75%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$77.02 - $85.06 $38,278 - $42,274
-497 Reduced 3.81%
12,540 $1.06 Billion
Q2 2024

Aug 14, 2024
SELL
$75.81 - $80.15 $11,068 - $11,701
-146 Reduced 1.11%
13,037 $1.01 Billion
Q1 2024

May 15, 2024
SELL
$75.25 - $80.63 $62,984 - $67,487
-837 Reduced 5.97%
13,183 $1.06 Billion
Q4 2023

Feb 13, 2024
BUY
$66.9 - $76.32 $937,938 - $1.07 Million
14,020 New
14,020 $1.07 Billion

Others Institutions Holding SCHD

# of Institutions
1,757
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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