Charles Schwab Corporation shares owned by Valley National Advisers
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Valley National Advisers
from 13F filings
Historical chart of Valley National Advisers investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Valley National Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 25k | 91.50 |
| 2025-06-30 | $2.2M | 26k | 84.97 |
| 2025-03-31 | $1.9M | 26k | 71.90 |
| 2024-12-31 | $2.0M | 28k | 72.37 |
| 2024-09-30 | $1.8M | 30k | 59.21 |
| 2024-06-30 | $4.9M | 68k | 72.85 |
| 2024-03-31 | $4.8M | 72k | 66.23 |
| 2023-12-31 | $4.7M | 71k | 66.23 |
| 2023-09-30 | $4.0M | 74k | 54.90 |
| 2023-06-30 | $4.3M | 76k | 56.69 |
| 2023-03-31 | $4.3M | 82k | 53.12 |
| 2022-12-31 | $7.0M | 84k | 83.41 |
| 2022-09-30 | $5.8M | 85k | 68.61 |
| 2022-06-30 | $5.4M | 85k | 64.24 |
| 2022-03-31 | $7.2M | 86k | 84.31 |
| 2021-12-31 | $7.3M | 87k | 84.10 |
| 2021-09-30 | $6.4M | 89k | 72.84 |
| 2021-06-30 | $6.5M | 89k | 72.81 |
| 2021-03-31 | $5.8M | 89k | 65.17 |
| 2020-12-31 | $4.8M | 91k | 53.04 |
| 2020-09-30 | $2.5M | 69k | 36.23 |
| 2020-06-30 | $667k | 20k | 33.72 |
| 2020-03-31 | $584k | 17k | 33.61 |
| 2019-12-31 | $777k | 16k | 47.58 |
| 2019-09-30 | $481k | 12k | 41.85 |
| 2019-06-30 | $248k | 6.2k | 40.17 |
| 2019-03-31 | $259k | 6.1k | 42.80 |
| 2018-12-31 | $287k | 6.9k | 41.52 |
| 2018-09-30 | $427k | 8.7k | 49.13 |
| 2018-06-30 | $405k | 7.9k | 51.15 |
| 2018-03-31 | $389k | 7.4k | 52.26 |
| 2017-12-31 | $331k | 6.4k | 51.37 |
| 2017-09-30 | $282k | 6.4k | 43.79 |
| 2017-06-30 | $298k | 6.9k | 43.03 |
| 2017-03-31 | $282k | 6.9k | 40.75 |
| 2016-12-31 | $266k | 6.7k | 39.45 |