Valley Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Valley Financial Group, Inc.
- $131 Billion
- Q1 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 13,183 shares of SCHD stock, worth $1.07 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
13,183
Previous 14,020
5.97%
Holding current value
$1.07 Million
Previous $1.07 Billion
0.41%
% of portfolio
0.81%
Previous 0.83%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,641Shares Held
274MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$879 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$788 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$742 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$725 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$631 Million5.64% of portfolio