Valley National Advisers Inc Schwab Strategic Tr Us Dividen Transaction History

Valley National Advisers Inc

  • $646 Million
  • Q3 2025

A detailed history of Valley National Advisers Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Valley National Advisers Inc holds 370,585 shares of SCHD stock, worth $10.1 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
370,585
Previous 398,002 6.89%
Holding current value
$10.1 Million
Previous $10.5 Million 4.08%
% of portfolio
1.57%
Previous 1.72%

Shares

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

Oct 17, 2025
SELL
$26.38 - $27.95 $723,260 - $766,305
-27,417 Reduced 6.89%
370,585 $10.1 Million
Q2 2025

Jul 22, 2025
SELL
$24.32 - $27.87 $1.64 Million - $1.88 Million
-67,378 Reduced 14.48%
398,002 $10.5 Million
Q1 2025

Apr 25, 2025
BUY
$27.01 - $28.54 $241,901 - $255,604
8,956 Added 1.96%
465,380 $13 Million
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $8.64 Million - $27.2 Million
320,758 Added 236.43%
456,424 $12.5 Million
Q3 2024

Oct 24, 2024
BUY
$77.02 - $85.06 $793,306 - $876,118
10,300 Added 8.22%
135,666 $11.5 Million
Q2 2024

Jul 18, 2024
SELL
$75.81 - $80.15 $572,062 - $604,811
-7,546 Reduced 5.68%
125,366 $9.75 Million
Q1 2024

Apr 19, 2024
SELL
$75.25 - $80.63 $51,395 - $55,070
-683 Reduced 0.51%
132,912 $10.7 Million
Q4 2023

Jan 25, 2024
SELL
$66.9 - $76.32 $3.13 Million - $3.57 Million
-46,751 Reduced 25.92%
133,595 $10.2 Million
Q3 2023

Nov 13, 2023
SELL
$70.63 - $75.66 $1.19 Million - $1.27 Million
-16,819 Reduced 8.53%
180,346 $12.8 Million
Q2 2023

Jul 31, 2023
SELL
$69.18 - $73.94 $2.59 Million - $2.77 Million
-37,459 Reduced 15.97%
197,165 $14.3 Million
Q1 2023

Apr 26, 2023
SELL
$70.28 - $78.03 $1.95 Million - $2.17 Million
-27,749 Reduced 10.58%
234,624 $17.2 Million
Q4 2022

Jan 12, 2023
BUY
$67.16 - $79.06 $4.34 Million - $5.1 Million
64,557 Added 32.63%
262,373 $20.4 Million
Q3 2022

Nov 08, 2022
BUY
$66.43 - $77.87 $1.48 Million - $1.73 Million
22,241 Added 12.67%
197,816 $13.8 Million
Q2 2022

Jul 15, 2022
BUY
$70.31 - $80.24 $2.43 Million - $2.78 Million
34,591 Added 24.54%
175,575 $12.8 Million
Q1 2022

May 06, 2022
BUY
$75.14 - $81.94 $2.34 Million - $2.56 Million
31,200 Added 28.42%
140,984 $11.1 Million
Q4 2021

Feb 11, 2022
BUY
$74.93 - $80.86 $858,997 - $926,979
11,464 Added 11.66%
109,784 $8.87 Million
Q3 2021

Nov 10, 2021
SELL
$74.23 - $78.13 $578,994 - $609,414
-7,800 Reduced 7.35%
98,320 $7.3 Million
Q2 2021

Aug 02, 2021
BUY
$73.32 - $77.65 $2.19 Million - $2.32 Million
29,923 Added 39.27%
106,120 $8.03 Million
Q1 2021

May 07, 2021
BUY
$63.23 - $73.67 $465,119 - $541,916
7,356 Added 10.69%
76,197 $5.56 Million
Q4 2020

Feb 11, 2021
SELL
$54.8 - $65.16 $108,942 - $129,538
-1,988 Reduced 2.81%
68,841 $4.42 Million
Q3 2020

Nov 13, 2020
SELL
$50.37 - $58.54 $418,776 - $486,701
-8,314 Reduced 10.51%
70,829 $0
Q2 2020

Aug 10, 2020
SELL
$43.56 - $56.5 $1.14 Million - $1.48 Million
-26,172 Reduced 24.85%
79,143 $4.1 Million
Q1 2020

May 13, 2020
SELL
$39.5 - $59.28 $421,939 - $633,228
-10,682 Reduced 9.21%
105,315 $4.74 Million
Q4 2019

Feb 13, 2020
BUY
$52.87 - $58.15 $623,443 - $685,704
11,792 Added 11.32%
115,997 $6.72 Million
Q3 2019

Nov 12, 2019
SELL
$54.39 - $55.76 $53,682 - $55,035
-987 Reduced 0.94%
104,205 $5.71 Million
Q2 2019

Aug 08, 2019
SELL
N/A
-2,939 Reduced 2.72%
105,192 $5.58 Million
Q1 2019

Apr 26, 2019
SELL
N/A
-1,658 Reduced 1.51%
108,131 $5.65 Million
Q4 2018

Feb 25, 2019
BUY
N/A
12,073 Added 12.36%
109,789 $5.16 Million
Q3 2018

Nov 08, 2018
SELL
N/A
-29,233 Reduced 23.03%
97,716 $5.18 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-73,638 Reduced 36.71%
126,949 $6.26 Million
Q1 2018

Apr 19, 2018
BUY
N/A
70,451 Added 54.14%
200,587 $9.84 Million
Q4 2017

Feb 13, 2018
BUY
N/A
84,939 Added 187.93%
130,136 $6.66 Million
Q3 2017

Nov 14, 2017
BUY
N/A
45,197
45,197 $2.12 Million

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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