Schwab Strategic Tr us dividend eq shares owned by Valley National Advisers
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Valley National Advisers
from 13F filings
Historical chart of Valley National Advisers investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Valley National Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.8M | 133k | 43.48 |
| 2023-12-31 | $5.8M | 134k | 43.48 |
| 2023-09-30 | $13M | 180k | 70.76 |
| 2023-06-30 | $14M | 197k | 72.62 |
| 2023-03-31 | $17M | 235k | 73.31 |
| 2022-12-31 | $20M | 262k | 77.75 |
| 2022-09-30 | $14M | 198k | 69.99 |
| 2022-06-30 | $13M | 176k | 72.64 |
| 2022-03-31 | $11M | 141k | 78.89 |
| 2021-12-31 | $8.9M | 110k | 80.83 |
| 2021-09-30 | $7.3M | 98k | 74.24 |
| 2021-06-30 | $8.0M | 106k | 75.62 |
| 2021-03-31 | $5.6M | 76k | 72.92 |
| 2020-12-31 | $4.4M | 69k | 64.13 |
| 2020-09-30 | $3.9M | 71k | 55.30 |
| 2020-06-30 | $4.1M | 79k | 51.75 |
| 2020-03-31 | $4.7M | 105k | 44.98 |
| 2019-12-31 | $6.7M | 116k | 57.92 |
| 2019-09-30 | $5.7M | 104k | 54.78 |
| 2019-06-30 | $5.6M | 105k | 53.07 |
| 2019-03-31 | $5.7M | 108k | 52.28 |
| 2018-12-31 | $5.2M | 110k | 46.97 |
| 2018-09-30 | $5.2M | 98k | 53.00 |
| 2018-06-30 | $6.3M | 127k | 49.29 |
| 2018-03-31 | $9.8M | 201k | 49.03 |
| 2017-12-31 | $6.7M | 130k | 51.17 |
| 2017-09-30 | $2.1M | 45k | 46.80 |
| 2017-06-30 | $2.1M | 47k | 45.09 |
| 2017-03-31 | $2.3M | 51k | 44.58 |
| 2016-12-31 | $2.4M | 55k | 43.57 |
| 2016-09-30 | $2.1M | 50k | 42.30 |
| 2016-06-30 | $1.1M | 27k | 41.45 |
| 2016-03-31 | $454k | 11k | 40.10 |
| 2015-12-31 | $394k | 10k | 38.57 |
| 2015-09-30 | $418k | 12k | 35.95 |
| 2015-06-30 | $739k | 19k | 38.27 |
| 2015-03-31 | $1.0M | 26k | 39.40 |
| 2014-12-31 | $5.5M | 149k | 36.66 |
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