Schwab Strategic Tr us aggregate b shares owned by Valley National Advisers
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Valley National Advisers
from 13F filings
Historical chart of Valley National Advisers investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Valley National Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $167k | 7.1k | 23.46 |
| 2025-06-30 | $160k | 6.9k | 23.19 |
| 2025-03-31 | $159k | 6.9k | 23.04 |
| 2024-12-31 | $166k | 7.3k | 22.65 |
| 2024-09-30 | $174k | 3.7k | 47.48 |
| 2024-06-30 | $167k | 3.7k | 45.57 |
| 2024-03-31 | $168k | 3.7k | 45.84 |
| 2023-12-31 | $1.1M | 24k | 46.60 |
| 2023-09-30 | $1.2M | 28k | 44.23 |
| 2023-06-30 | $1.3M | 28k | 46.19 |
| 2023-03-31 | $1.3M | 28k | 46.88 |
| 2022-12-31 | $1.3M | 28k | 46.85 |
| 2022-09-30 | $8.0M | 179k | 44.70 |
| 2022-06-30 | $999 | 27 | 37.04 |
| 2022-03-31 | $999 | 27 | 37.04 |
| 2021-12-31 | $139k | 2.6k | 54.06 |
| 2021-09-30 | $140k | 2.6k | 54.45 |
| 2021-06-30 | $142k | 2.6k | 54.62 |
| 2021-03-31 | $140k | 2.6k | 53.85 |
| 2020-12-31 | $146k | 2.6k | 56.02 |
| 2020-09-30 | $146k | 2.6k | 56.02 |
| 2020-06-30 | $152k | 2.7k | 56.36 |
| 2020-03-31 | $146k | 2.7k | 54.13 |
| 2019-12-31 | $146k | 2.7k | 53.56 |
| 2019-09-30 | $149k | 2.8k | 53.99 |
| 2019-06-30 | $149k | 2.8k | 53.01 |
| 2019-03-31 | $146k | 2.8k | 51.94 |
| 2018-12-31 | $144k | 2.9k | 50.46 |
| 2018-09-30 | $150k | 3.0k | 50.27 |
| 2018-06-30 | $154k | 3.0k | 50.77 |
| 2018-03-31 | $164k | 3.2k | 51.00 |
| 2017-12-31 | $171k | 3.3k | 52.01 |
| 2017-09-30 | $188k | 3.6k | 52.29 |
| 2017-06-30 | $187k | 3.6k | 52.28 |
| 2017-03-31 | $192k | 3.7k | 51.89 |
| 2016-12-31 | $194k | 3.8k | 51.49 |
| 2016-09-30 | $1.2M | 23k | 53.69 |
| 2016-06-30 | $913k | 17k | 53.70 |
| 2016-03-31 | $669k | 13k | 52.82 |
| 2015-12-31 | $479k | 9.3k | 51.54 |
| 2015-09-30 | $1.3M | 25k | 52.14 |
| 2015-06-30 | $1.2M | 24k | 51.72 |
| 2015-03-31 | $1.1M | 21k | 52.92 |
| 2014-12-31 | $144k | 2.9k | 50.35 |
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