Valley Forge Investment Consultants Inc Adv Schwab Strategic Tr Us Dividen Transaction History
Valley Forge Investment Consultants Inc Adv
- $264 Million
- Q2 2024
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 65,729 shares of SCHD stock, worth $5.55 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
65,729
Previous 69,478
5.4%
Holding current value
$5.55 Million
Previous $5.6 Million
8.76%
% of portfolio
1.93%
Previous 2.19%
Shares
16 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$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
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Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio