Schwab Strategic Tr us lrg cap etf shares owned by Valley National Advisers
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Valley National Advisers
from 13F filings
Historical chart of Valley National Advisers investment in Schwab Strategic Tr us lrg cap etf
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All positions including Schwab Strategic Tr us lrg cap etf held by Valley National Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $35M | 575k | 60.24 |
2024-06-30 | $47M | 775k | 60.24 |
2024-03-31 | $46M | 768k | 60.24 |
2023-12-31 | $37M | 771k | 48.19 |
2023-09-30 | $39M | 776k | 50.60 |
2023-06-30 | $40M | 767k | 52.37 |
2023-03-31 | $37M | 764k | 48.65 |
2022-12-31 | $37M | 787k | 46.74 |
2022-09-30 | $32M | 737k | 43.94 |
2022-06-30 | $37M | 792k | 46.09 |
2022-03-31 | $36M | 740k | 48.78 |
2021-12-31 | $40M | 348k | 113.82 |
2021-09-30 | $33M | 319k | 104.03 |
2021-06-30 | $31M | 297k | 103.97 |
2021-03-31 | $26M | 265k | 96.03 |
2020-12-31 | $23M | 256k | 90.95 |
2020-09-30 | $20M | 251k | 80.63 |
2020-06-30 | $22M | 290k | 74.10 |
2020-03-31 | $20M | 322k | 61.25 |
2019-12-31 | $16M | 289k | 55.56 |
2019-09-30 | $20M | 279k | 70.93 |
2019-06-30 | $19M | 265k | 70.19 |
2019-03-31 | $16M | 243k | 67.61 |
2018-12-31 | $14M | 230k | 59.70 |
2018-09-30 | $7.8M | 112k | 69.56 |
2018-06-30 | $6.3M | 97k | 64.99 |
2018-03-31 | $5.1M | 81k | 63.08 |
2017-12-31 | $3.8M | 59k | 63.78 |
2017-09-30 | $2.3M | 39k | 60.05 |
2017-06-30 | $2.2M | 39k | 57.76 |
2017-03-31 | $2.3M | 42k | 56.26 |
2016-12-31 | $2.4M | 44k | 53.27 |
2016-09-30 | $1.9M | 38k | 51.61 |
2016-06-30 | $1.8M | 36k | 49.76 |
2016-03-31 | $1.7M | 34k | 48.84 |
2015-12-31 | $1.4M | 29k | 48.58 |
2015-09-30 | $1.0M | 22k | 45.78 |
2015-06-30 | $959k | 20k | 49.30 |
2015-03-31 | $1.0M | 21k | 49.57 |
2014-12-31 | $672k | 15k | 44.06 |
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