Virginia National Bank Schwab Strategic Tr Us Dividen Transaction History
Virginia National Bank
- $21.9 Million
- Q3 2023
A detailed history of Virginia National Bank transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Virginia National Bank holds 13,015 shares of SCHD stock, worth $364,289. This represents 4.2% of its overall portfolio holdings.
Number of Shares
13,015
Previous 13,232
1.64%
Holding current value
$364,289
Previous $960,000
4.17%
% of portfolio
4.2%
Previous 3.31%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,784Shares Held
333MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$323 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$310 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$258 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$250 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$238 Million4.81% of portfolio