Valued Retirements, Inc. Schwab Strategic Tr Us Dividen Transaction History
Valued Retirements, Inc.
- $74.2 Billion
- Q4 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 14,319 shares of SCHD stock, worth $407,518. This represents 0.53% of its overall portfolio holdings.
Number of Shares
14,319
Previous 4,773
200.0%
Holding current value
$407,518
Previous $403 Million
3.04%
% of portfolio
0.53%
Previous 0.56%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,945Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio