Valley National Advisers Inc Schwab Strategic Tr Us Dividen Transaction History
Valley National Advisers Inc
- $557 Million
- Q4 2024
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 456,424 shares of SCHD stock, worth $12.8 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
456,424
Previous 135,666
236.43%
Holding current value
$12.8 Million
Previous $11.5 Million
8.74%
% of portfolio
2.24%
Previous 2.07%
Shares
30 transactions
Others Institutions Holding SCHD
# of Institutions
1,940Shares Held
824MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.39 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.02 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$799 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$752 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$729 Million4.56% of portfolio