Valley National Advisers Inc Schwab Strategic Tr Us Broad M Transaction History

Valley National Advisers Inc

  • $646 Million
  • Q3 2025

A detailed history of Valley National Advisers Inc transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Valley National Advisers Inc holds 1,077,066 shares of SCHB stock, worth $27.8 Million. This represents 4.29% of its overall portfolio holdings.

Number of Shares
1,077,066
Previous 1,111,401 3.09%
Holding current value
$27.8 Million
Previous $26.5 Million 4.56%
% of portfolio
4.29%
Previous 4.32%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$23.82 - $25.84 $817,859 - $887,216
-34,335 Reduced 3.09%
1,077,066 $27.7 Million
Q2 2025

Jul 22, 2025
BUY
$19.1 - $23.83 $144,758 - $180,607
7,579 Added 0.69%
1,111,401 $26.5 Million
Q1 2025

Apr 25, 2025
BUY
$21.23 - $23.75 $754,004 - $843,505
35,516 Added 3.32%
1,103,822 $23.8 Million
Q4 2024

Jan 24, 2025
BUY
$22.01 - $66.82 $15.3 Million - $46.4 Million
693,680 Added 185.17%
1,068,306 $24.3 Million
Q3 2024

Oct 24, 2024
BUY
$59.93 - $66.52 $340,402 - $377,833
5,680 Added 1.54%
374,626 $24.9 Million
Q2 2024

Jul 18, 2024
BUY
$57.57 - $63.3 $1.11 Million - $1.22 Million
19,232 Added 5.5%
368,946 $23.2 Million
Q1 2024

Apr 19, 2024
BUY
$54.61 - $61.05 $1.31 Million - $1.47 Million
24,019 Added 7.37%
349,714 $21.3 Million
Q4 2023

Jan 25, 2024
BUY
$47.61 - $55.91 $2.8 Million - $3.29 Million
58,808 Added 22.03%
325,695 $18.1 Million
Q3 2023

Nov 13, 2023
SELL
$49.59 - $53.57 $59,359 - $64,123
-1,197 Reduced 0.45%
266,887 $13.3 Million
Q2 2023

Jul 31, 2023
BUY
$47.08 - $51.7 $371,696 - $408,171
7,895 Added 3.03%
268,084 $13.9 Million
Q1 2023

Apr 26, 2023
SELL
$44.47 - $49.23 $868,054 - $960,969
-19,520 Reduced 6.98%
260,189 $12.5 Million
Q4 2022

Jan 12, 2023
SELL
$41.94 - $47.81 $955,938 - $1.09 Million
-22,793 Reduced 7.53%
279,709 $13 Million
Q3 2022

Nov 08, 2022
BUY
$41.99 - $50.63 $1.33 Million - $1.61 Million
31,778 Added 11.74%
302,502 $13.2 Million
Q2 2022

Jul 15, 2022
BUY
$42.93 - $53.98 $220,273 - $276,971
5,131 Added 1.93%
270,724 $12.4 Million
Q1 2022

May 06, 2022
BUY
$49.15 - $56.85 $6.47 Million - $7.48 Million
131,632 Added 98.26%
265,593 $14.2 Million
Q4 2021

Feb 11, 2022
SELL
$51.87 - $56.86 $107,370 - $117,700
-2,070 Reduced 1.52%
133,961 $15.1 Million
Q3 2021

Nov 10, 2021
SELL
$51.32 - $54.83 $94,480 - $100,942
-1,841 Reduced 1.34%
136,031 $14.1 Million
Q2 2021

Aug 02, 2021
BUY
$48.92 - $52.14 $38,695 - $41,242
791 Added 0.58%
137,872 $14.4 Million
Q1 2021

May 07, 2021
SELL
$44.89 - $48.81 $994,582 - $1.08 Million
-22,156 Reduced 13.91%
137,081 $13.3 Million
Q4 2020

Feb 11, 2021
SELL
$39.03 - $45.5 $355,641 - $414,596
-9,112 Reduced 5.41%
159,237 $14.5 Million
Q3 2020

Nov 13, 2020
SELL
$36.93 - $42.52 $1.68 Million - $1.93 Million
-45,434 Reduced 21.25%
168,349 $0
Q2 2020

Aug 10, 2020
SELL
$28.84 - $38.49 $4.47 Million - $5.97 Million
-155,043 Reduced 42.04%
213,783 $15.7 Million
Q1 2020

May 13, 2020
SELL
$26.18 - $40.44 $493,728 - $762,657
-18,859 Reduced 4.86%
368,826 $22.3 Million
Q4 2019

Feb 13, 2020
BUY
$34.47 - $38.58 $58,564 - $65,547
1,699 Added 0.44%
387,685 $29.8 Million
Q3 2019

Nov 12, 2019
SELL
$35.32 - $36.13 $277,226 - $283,584
-7,849 Reduced 1.99%
385,986 $27.4 Million
Q2 2019

Aug 08, 2019
BUY
N/A
1,327 Added 0.34%
393,835 $27.8 Million
Q1 2019

Apr 26, 2019
BUY
N/A
83,820 Added 27.15%
392,508 $26.7 Million
Q4 2018

Feb 25, 2019
BUY
N/A
270,836 Added 715.51%
308,688 $18.5 Million
Q3 2018

Nov 08, 2018
BUY
N/A
3,823 Added 11.23%
37,852 $2.66 Million
Q2 2018

Aug 14, 2018
BUY
N/A
1,415 Added 4.34%
34,029 $2.25 Million
Q1 2018

Apr 19, 2018
BUY
N/A
1,845 Added 6.0%
32,614 $2.08 Million
Q4 2017

Feb 13, 2018
BUY
N/A
142 Added 0.46%
30,769 $1.99 Million
Q3 2017

Nov 14, 2017
BUY
N/A
30,627
30,627 $1.87 Million

Others Institutions Holding SCHB

# of Institutions
1,378
Shares Held
501M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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