Valley Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Valley Financial Group, Inc.

$176 Billion
Q3 2025

A detailed history of Valley Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Valley Financial Group, Inc. holds 32,806 shares of SCHD stock, worth $893,635. This represents 0.51% of its overall portfolio holdings.

Number of Shares

32,806

Previous 34,801 5.73%

Holding current value

$893,635

Previous $922 Million 2.89%

% of portfolio

0.51%

Previous 0.56%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$26.38 - $27.95 $52,628 - $55,760	-1,995 Reduced 5.73%	32,806 $896 Million
Q2 2025 Aug 14, 2025	SELL	$24.32 - $27.87 $16,172 - $18,533	-665 Reduced 1.88%	34,801 $922 Million
Q1 2025 May 14, 2025	SELL	$27.01 - $28.54 $63,392 - $66,983	-2,347 Reduced 6.21%	35,466 $992 Million
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $680,601 - $2.15 Million	25,273 Added 201.54%	37,813 $1.03 Billion
Q3 2024 Nov 14, 2024	SELL	$77.02 - $85.06 $38,278 - $42,274	-497 Reduced 3.81%	12,540 $1.06 Billion

Q2 2024 Aug 14, 2024	SELL	$75.81 - $80.15 $11,068 - $11,701	-146 Reduced 1.11%	13,037 $1.01 Billion
Q1 2024 May 15, 2024	SELL	$75.25 - $80.63 $62,984 - $67,487	-837 Reduced 5.97%	13,183 $1.06 Billion
Q4 2023 Feb 13, 2024	BUY	$66.9 - $76.32 $937,938 - $1.07 Million	14,020 New	14,020 $1.07 Billion

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

869M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valley Financial Group, Inc. with notifications on news.

Account

Valley Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History