Valley National Advisers Inc Schwab Strategic Tr Us Emergin Transaction History
Valley National Advisers Inc
- $662 Million
- Q1 2024
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 376,152 shares of SCHE stock, worth $9.99 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
376,152
Previous 364,895
3.08%
Holding current value
$9.99 Million
Previous $9.04 Million
5.0%
% of portfolio
1.44%
Previous 1.44%
Shares
27 transactions
Others Institutions Holding SCHE
# of Institutions
763Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.27 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$620 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$529 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$324 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$155 Million0.24% of portfolio