Valued Retirements, Inc. Schwab Strategic Tr Us Dividen Transaction History
Valued Retirements, Inc.
- $72.6 Billion
- Q3 2024
A detailed history of Valued Retirements, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Valued Retirements, Inc. holds 4,773 shares of SCHD stock, worth $132,832. This represents 0.56% of its overall portfolio holdings.
Number of Shares
4,773Holding current value
$132,832% of portfolio
0.56%Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
324MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$321 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$308 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$257 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$249 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$237 Million4.81% of portfolio