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

Valley Financial Management, Inc.

  • $193 Billion
  • Q2 2023

A detailed history of Valley Financial Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Valley Financial Management, Inc. holds 12,176 shares of SCHD stock, worth $318,645. This represents 0.46% of its overall portfolio holdings.

Number of Shares
12,176
Previous 24,731 50.77%
Holding current value
$318,645
Previous $1.81 Billion 51.13%
% of portfolio
0.46%
Previous 1.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$69.18 - $73.94 $868,554 - $928,316
-12,555 Reduced 50.77%
12,176 $884 Million
Q1 2023

May 15, 2023
SELL
$70.28 - $78.03 $623,805 - $692,594
-8,876 Reduced 26.41%
24,731 $1.81 Billion
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $63,667 - $74,948
948 Added 2.9%
33,607 $2.54 Billion
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $2.17 Million - $2.54 Million
32,659 New
32,659 $2.17 Billion

Others Institutions Holding SCHD

# of Institutions
1,995
Shares Held
887M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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