Schwab Strategic Tr cmn shares owned by Valley National Advisers
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Valley National Advisers
from 13F filings
Historical chart of Valley National Advisers investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Valley National Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $177k | 6.1k | 29.10 |
| 2025-06-30 | $144k | 5.2k | 27.52 |
| 2025-03-31 | $102k | 3.9k | 26.40 |
| 2024-12-31 | $54k | 2.1k | 25.84 |
| 2024-09-30 | $54k | 675 | 80.00 |
| 2024-06-30 | $44k | 597 | 73.70 |
| 2024-03-31 | $18k | 250 | 72.00 |
| 2023-12-31 | $20k | 286 | 69.93 |
| 2023-09-30 | $19k | 288 | 65.97 |
| 2023-06-30 | $23k | 340 | 67.65 |
| 2023-03-31 | $52k | 787 | 66.07 |
| 2022-12-31 | $54k | 796 | 67.84 |
| 2022-09-30 | $55k | 895 | 61.45 |
| 2022-06-30 | $41k | 644 | 63.66 |
| 2022-03-31 | $14k | 197 | 71.07 |
| 2021-12-31 | $9.0k | 123 | 73.17 |
| 2021-09-30 | $8.0k | 123 | 65.04 |
| 2021-06-30 | $8.0k | 123 | 65.04 |
| 2021-03-31 | $6.0k | 88 | 68.18 |
| 2020-12-31 | $5.0k | 88 | 56.82 |
| 2020-09-30 | $7.0k | 131 | 53.44 |
| 2020-06-30 | $7.0k | 131 | 53.44 |
| 2020-03-31 | $6.0k | 131 | 45.80 |
| 2019-12-31 | $8.0k | 131 | 61.07 |
| 2019-09-30 | $7.0k | 131 | 53.44 |
| 2019-06-30 | $8.0k | 147 | 54.42 |
| 2019-03-31 | $16k | 285 | 56.14 |
| 2018-12-31 | $14k | 285 | 49.12 |
| 2018-09-30 | $2.0k | 36 | 55.56 |
| 2018-06-30 | $2.0k | 36 | 55.56 |
| 2018-03-31 | $2.0k | 36 | 55.56 |
| 2017-12-31 | $2.0k | 36 | 55.56 |
| 2017-09-30 | $2.0k | 36 | 55.56 |
| 2017-06-30 | $2.0k | 36 | 55.56 |
| 2017-03-31 | $2.0k | 36 | 55.56 |
| 2016-12-31 | $2.0k | 36 | 55.56 |
| 2016-09-30 | $2.0k | 36 | 55.56 |
| 2016-06-30 | $2.0k | 36 | 55.56 |
| 2016-03-31 | $2.0k | 36 | 55.56 |
| 2015-12-31 | $2.0k | 36 | 55.56 |
| 2015-09-30 | $1.0k | 36 | 27.78 |
| 2015-06-30 | $5.0k | 111 | 45.05 |
| 2015-03-31 | $5.0k | 111 | 45.05 |
| 2014-12-31 | $11k | 270 | 40.74 |