Valley National Advisers Inc Schwab Strategic Tr Us Emergin Transaction History
Valley National Advisers Inc
- $613 Million
- Q2 2025
A detailed history of Valley National Advisers Inc transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Valley National Advisers Inc holds 144,107 shares of SCHE stock, worth $4.86 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
144,107
Previous 137,258
4.99%
Holding current value
$4.86 Million
Previous $3.78 Million
14.78%
% of portfolio
0.71%
Previous 0.68%
Shares
32 transactions
Others Institutions Holding SCHE
# of Institutions
865Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$659 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$594 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$342 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$127 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$125 Million0.08% of portfolio