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Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Valley National Advisers

Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Valley National Advisers from 13F filings

Historical chart of Valley National Advisers investment in Sch Fnd Us Lg Etf schwb fdt us lg

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All positions including Sch Fnd Us Lg Etf schwb fdt us lg held by Valley National Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Valley National Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 19k 71.74
2024-06-30 $1.8M 27k 66.94
2024-03-31 $1.9M 28k 67.37
2023-12-31 $1.8M 29k 61.93
2023-09-30 $1.6M 29k 55.99
2023-06-30 $1.8M 32k 57.58
2023-03-31 $2.0M 37k 55.42
2022-12-31 $2.5M 45k 55.50
2022-09-30 $2.6M 52k 50.60
2022-06-30 $2.7M 52k 51.87
2022-03-31 $3.0M 52k 58.48
2021-12-31 $2.6M 44k 58.61
2021-09-30 $2.4M 45k 53.95
2021-06-30 $2.5M 46k 54.71
2021-03-31 $2.4M 47k 51.68
2020-12-31 $2.4M 53k 45.30
2020-09-30 $2.2M 57k 38.73
2020-06-30 $2.5M 67k 36.85
2020-03-31 $2.5M 80k 31.33
2019-12-31 $3.5M 82k 42.68
2019-09-30 $3.3M 84k 39.55
2019-06-30 $3.4M 88k 39.11
2019-03-31 $3.5M 92k 37.95
2018-12-31 $2.9M 84k 33.97
2018-09-30 $2.0M 51k 39.69
2018-06-30 $1.8M 49k 37.34
2018-03-31 $1.7M 47k 36.34
2017-12-31 $1.8M 48k 37.46
2017-09-30 $1.5M 44k 35.14
2017-06-30 $1.5M 44k 33.82
2017-03-31 $1.6M 46k 33.79
2016-12-31 $1.7M 52k 32.64
2016-09-30 $1.5M 50k 31.11
2016-06-30 $1.5M 51k 30.31
2016-03-31 $1.4M 49k 29.48
2015-12-31 $1.2M 43k 28.64
2015-09-30 $1.0M 37k 27.28
2015-06-30 $1.0M 35k 29.74
2015-03-31 $997k 33k 29.99

More positions owned by Valley National Advisers

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Pimco Etf Tr Active Bd Etf (BOND)
Lockheed Martin Corporation (LMT)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Valley National Advisers

Top funds holding Sch Fnd Us Lg Etf schwb fdt us lg

Charles Schwab Investment Management
Captrust Financial Advisors
Signature Estate and Investment Advisors
McAdam
Northwest Bancshares
Steele Capital Management
Glassman Wealth Services
Envestnet Asset Management
Cornerstone Planning Group
Callan Capital
Morgan Stanley
Bank of America Corporation
Charles Schwab Trust
Financial Strategies Group
Lee Financial

View all funds holding Sch Fnd Us Lg Etf schwb fdt us lg