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 $366,470. This represents 0.75% of its overall portfolio holdings.

Number of Shares
13,037
Previous 13,183 1.11%
Holding current value
$366,470
Previous $1.06 Billion 4.63%
% of portfolio
0.75%
Previous 0.81%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,706
Shares Held
278M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Valley Financial Group, Inc. Portfolio

Follow Valley Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valley Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email