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Disclosery

Valley Financial Management, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valley Financial Management, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Valley Financial Management, Inc. held 12,176 SCHD shares at 2023-06-30 per its 13F-HR filed 2023-08-14.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 12,176 shares
    Change vs previous 13F -12,555 shares

    0.46% of the 13F portfolio, value $884,221.

    13F-HR 0000929638-23-002269 filed by Valley Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-03-31
    13F 24,731 shares
    Change vs previous 13F -8,876 shares

    1.12% of the 13F portfolio, value $1,809,320.

    13F-HR 0000929638-23-001466 filed by Valley Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-12-31
    13F 33,607 shares
    Change vs previous 13F +948 shares

    1.41% of the 13F portfolio, value $2,538,673.

    13F-HR 0000929638-23-000607 filed by Valley Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-09-30
    13F 32,659 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,169,537.

    13F-HR 0001567619-22-020137 filed by Valley Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).