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 $1.03 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
12,176
Previous 24,731
50.77%
Holding current value
$1.03 Million
Previous $1.81 Billion
51.13%
% of portfolio
0.46%
Previous 1.12%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$942 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$857 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$781 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$753 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$697 Million4.66% of portfolio