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Schwab Strategic Tr us dividend eq shares owned by Valley Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Valley Financial Group from 13F filings

Historical chart of Valley Financial Group investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Valley Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Valley Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 13k 84.53
2024-06-30 $1.0M 13k 77.76
2024-03-31 $1.1M 13k 80.63

More positions owned by Valley Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ea Series Trust Alpha Architect (CAOS)
Ea Series Trust Us Quan Value (QVAL)
Ea Series Trust Us Quan Momentum (QMOM)
Ea Series Trust Intl Quan Value (IVAL)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Intl Quan Momntm (IMOM)
Ea Series Trust Alpha Architect (HIDE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Valley Financial Group

Top funds holding Schwab Strategic Tr us dividend eq

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