A detailed history of Valley National Advisers Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Valley National Advisers Inc holds 546 shares of SCHH stock, worth $11,395. This represents 0.0% of its overall portfolio holdings.

Number of Shares
546
Previous 546 -0.0%
Holding current value
$11,395
Previous $10,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 25, 2024

SELL
$16.76 - $20.95 $67 - $83
-4 Reduced 0.73%
546 $11,000
Q1 2022

May 06, 2022

BUY
$22.75 - $26.16 $6,256 - $7,194
275 Added 100.0%
550 $14,000
Q3 2020

Nov 13, 2020

SELL
$16.99 - $18.73 $373 - $412
-22 Reduced 7.41%
275 $0
Q4 2019

Feb 13, 2020

SELL
$22.24 - $24.07 $14,300 - $15,477
-643 Reduced 68.4%
297 $14,000
Q3 2019

Nov 12, 2019

BUY
$23.18 - $23.61 $115 - $118
5 Added 0.53%
940 $44,000
Q1 2019

Apr 26, 2019

SELL
N/A
-37 Reduced 3.81%
935 $42,000
Q4 2018

Feb 25, 2019

SELL
N/A
-140 Reduced 12.59%
972 $37,000
Q3 2018

Nov 08, 2018

BUY
N/A
4 Added 0.36%
1,112 $46,000
Q1 2018

Apr 19, 2018

SELL
N/A
-118 Reduced 9.62%
1,108 $42,000
Q4 2017

Feb 13, 2018

SELL
N/A
-159 Reduced 11.48%
1,226 $51,000
Q3 2017

Nov 14, 2017

BUY
N/A
1,385
1,385 $57,000

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Valley National Advisers Inc Portfolio

Follow Valley National Advisers Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.