Valmark Advisers, Inc. Schwab Strategic Tr Us Dividen Transaction History
Valmark Advisers, Inc.
- $6.38 Billion
- Q4 2024
A detailed history of Valmark Advisers, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,947,348 shares of SCHD stock, worth $82.1 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
2,947,348
Previous 912,116
223.13%
Holding current value
$82.1 Million
Previous $77.1 Million
4.44%
% of portfolio
1.26%
Previous 1.22%
Shares
30 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$793 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$747 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$724 Million4.56% of portfolio