Valley Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Valley Financial Group, Inc.

$144 Billion
Q4 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 37,813 shares of SCHD stock, worth $1.08 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

37,813

Previous 12,540 201.54%

Holding current value

$1.08 Million

Previous $1.06 Billion 2.54%

% of portfolio

0.72%

Previous 0.74%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $680,601 - $2.15 Million	25,273 Added 201.54%	37,813 $1.03 Billion
Q3 2024 Nov 14, 2024	SELL	$77.02 - $85.06 $38,278 - $42,274	-497 Reduced 3.81%	12,540 $1.06 Billion
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

1,939

Shares Held

823M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Valley Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History