Valued Retirements, Inc. Schwab Strategic Tr Us Dividen Transaction History
Valued Retirements, Inc.
- $72.6 Billion
- Q3 2024
A detailed history of Valued Retirements, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Valued Retirements, Inc. holds 4,773 shares of SCHD stock, worth $133,691. This represents 0.56% of its overall portfolio holdings.
Number of Shares
4,773Holding current value
$133,691% of portfolio
0.56%Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,813Shares Held
410MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$751 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio