Valley Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Valley Financial Group, Inc.
- $143 Billion
- Q3 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 12,540 shares of SCHD stock, worth $368,049. This represents 0.74% of its overall portfolio holdings.
Number of Shares
12,540
Previous 13,037
3.81%
Holding current value
$368,049
Previous $1.01 Billion
4.56%
% of portfolio
0.74%
Previous 0.75%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,757Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio