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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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Valley National Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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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