Valley National Advisers Inc Schwab Strategic Tr Us Dividen Transaction History
Valley National Advisers Inc
- $554 Million
- Q1 2025
A detailed history of Valley National Advisers Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Valley National Advisers Inc holds 465,380 shares of SCHD stock, worth $11.9 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
465,380
Previous 456,424
1.96%
Holding current value
$11.9 Million
Previous $12.5 Million
4.35%
% of portfolio
2.35%
Previous 2.24%
Shares
31 transactions
Others Institutions Holding SCHD
# of Institutions
1,967Shares Held
851MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.27 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$932 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$731 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$688 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$668 Million4.56% of portfolio