A detailed history of Valley Financial Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Valley Financial Management, Inc. holds 12,176 shares of SCHD stock, worth $342,023. This represents 0.46% of its overall portfolio holdings.

Number of Shares
12,176
Previous 24,731 50.77%
Holding current value
$342,023
Previous $1.81 Billion 51.13%
% of portfolio
0.46%
Previous 1.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

SELL
$69.18 - $73.94 $868,554 - $928,316
-12,555 Reduced 50.77%
12,176 $884 Million
Q1 2023

May 15, 2023

SELL
$70.28 - $78.03 $623,805 - $692,594
-8,876 Reduced 26.41%
24,731 $1.81 Billion
Q4 2022

Feb 14, 2023

BUY
$67.16 - $79.06 $63,667 - $74,948
948 Added 2.9%
33,607 $2.54 Billion
Q3 2022

Nov 14, 2022

BUY
$66.43 - $77.87 $2.17 Million - $2.54 Million
32,659 New
32,659 $2.17 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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