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Schwab Strategic Tr shares owned by Valley National Advisers

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Valley National Advisers from 13F filings

Historical chart of Valley National Advisers investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Valley National Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Valley National Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0k 50 20.00

More positions owned by Valley National Advisers

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Quality (GARP)
Ishares Tr Core Univrsl Usd (IUSB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Lam Research Corp Com New (LRCX)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Valley National Advisers

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Summit Financial
Susquehanna International
Citadel Advisors
Jane Street
Mariner Wealth Advisors
LPL Financial
Chapman Financial Group
Mercer Global Advisors
Hidden Cove Wealth Management
Chapin Davis
Cetera Investment Advisers
Creative Planning

View all funds holding Schwab Strategic Tr