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%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$26.93 - $84.95 $257,073 - $810,932	9,546 Added 200.0%	14,319 $391 Million
Q3 2024 Nov 14, 2024	BUY	$77.02 - $85.06 $367,616 - $405,991	4,773 New	4,773 $403 Million
Q2 2024 Nov 18, 2024	BUY	$75.81 - $80.15 $2.34 Million - $2.47 Million	30,858 Added 646.51%	35,631 $2.77 Billion
Q1 2024 Nov 18, 2024	BUY	$75.25 - $80.63 $2.31 Million - $2.48 Million	30,753 Added 644.31%	35,526 $2.86 Billion
Q4 2023 Nov 18, 2024	BUY	$66.9 - $76.32 $2 Million - $2.28 Million	29,916 Added 626.78%	34,689 $2.64 Billion

Others Institutions Holding SCHD

# of Institutions

1,945

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Valued Retirements, Inc. Schwab Strategic Tr Us Dividen Transaction History