Valley Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Valley Financial Group, Inc.
- $151 Billion
- Q1 2025
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 35,466 shares of SCHD stock, worth $953,326. This represents 0.66% of its overall portfolio holdings.
Number of Shares
35,466
Previous 37,813
6.21%
Holding current value
$953,326
Previous $1.03 Billion
4.01%
% of portfolio
0.66%
Previous 0.72%
Shares
6 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
896MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
-
Morgan Stanley New York, NY29.4MShares$789 Million0.06% of portfolio