Valley National Advisers Inc Schwab Strategic U.S. Mid Cap Transaction History

Valley National Advisers Inc

  • $646 Million
  • Q3 2025

A detailed history of Valley National Advisers Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Valley National Advisers Inc holds 381,039 shares of SCHM stock, worth $11.1 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
381,039
Previous 388,095 1.82%
Holding current value
$11.1 Million
Previous $10.9 Million 3.75%
% of portfolio
1.75%
Previous 1.78%

Shares

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

Oct 17, 2025
SELL
$28.15 - $30.13 $198,626 - $212,597
-7,056 Reduced 1.82%
381,039 $11.3 Million
Q2 2025

Jul 22, 2025
SELL
$22.92 - $28.05 $205,867 - $251,945
-8,982 Reduced 2.26%
388,095 $10.9 Million
Q1 2025

Apr 25, 2025
SELL
$25.58 - $29.24 $183,331 - $209,563
-7,167 Reduced 1.77%
397,077 $10.4 Million
Q4 2024

Jan 24, 2025
BUY
$27.54 - $83.04 $7.71 Million - $23.2 Million
279,835 Added 224.93%
404,244 $11.2 Million
Q3 2024

Oct 24, 2024
SELL
$75.47 - $83.18 $2.11 Million - $2.32 Million
-27,926 Reduced 18.33%
124,409 $10.3 Million
Q2 2024

Jul 18, 2024
BUY
$75.69 - $81.19 $219,728 - $235,694
2,903 Added 1.94%
152,335 $11.9 Million
Q1 2024

Apr 19, 2024
BUY
$72.89 - $81.43 $390,471 - $436,220
5,357 Added 3.72%
149,432 $12.2 Million
Q4 2023

Jan 25, 2024
BUY
$63.01 - $75.95 $65,089 - $78,456
1,033 Added 0.72%
144,075 $10.9 Million
Q3 2023

Nov 13, 2023
SELL
$66.75 - $73.98 $107,200 - $118,811
-1,606 Reduced 1.11%
143,042 $9.68 Million
Q2 2023

Jul 31, 2023
SELL
$65.29 - $71.03 $313,849 - $341,441
-4,807 Reduced 3.22%
144,648 $10.3 Million
Q1 2023

Apr 26, 2023
SELL
$64.24 - $73.9 $603,791 - $694,586
-9,399 Reduced 5.92%
149,455 $10.1 Million
Q4 2022

Jan 12, 2023
SELL
$61.05 - $69.94 $103,296 - $118,338
-1,692 Reduced 1.05%
158,854 $11 Million
Q3 2022

Nov 08, 2022
SELL
$60.5 - $72.51 $655,517 - $785,645
-10,835 Reduced 6.32%
160,546 $10.2 Million
Q2 2022

Jul 15, 2022
BUY
$60.91 - $76.4 $395,732 - $496,370
6,497 Added 3.94%
171,381 $11.1 Million
Q1 2022

May 06, 2022
BUY
$70.66 - $80.89 $497,941 - $570,031
7,047 Added 4.46%
164,884 $12.5 Million
Q4 2021

Feb 11, 2022
BUY
$76.01 - $83.39 $631,491 - $692,804
8,308 Added 5.56%
157,837 $12.7 Million
Q3 2021

Nov 10, 2021
BUY
$74.65 - $80.95 $420,727 - $456,234
5,636 Added 3.92%
149,529 $11.5 Million
Q2 2021

Aug 02, 2021
BUY
$74.64 - $79.12 $715,573 - $758,523
9,587 Added 7.14%
143,893 $11.3 Million
Q1 2021

May 07, 2021
BUY
$67.07 - $76.85 $378,408 - $433,587
5,642 Added 4.39%
134,306 $10 Million
Q4 2020

Feb 11, 2021
BUY
$55.93 - $68.45 $30,481 - $37,305
545 Added 0.43%
128,664 $8.77 Million
Q3 2020

Nov 13, 2020
SELL
$51.99 - $58.83 $503,471 - $569,709
-9,684 Reduced 7.03%
128,119 $0
Q2 2020

Aug 10, 2020
SELL
$39.01 - $57.03 $1.11 Million - $1.62 Million
-28,403 Reduced 17.09%
137,803 $7.25 Million
Q1 2020

May 13, 2020
SELL
$35.83 - $62.24 $278,076 - $483,044
-7,761 Reduced 4.46%
166,206 $7.01 Million
Q4 2019

Feb 13, 2020
SELL
$54.56 - $60.24 $8,565 - $9,457
-157 Reduced 0.09%
173,967 $10.5 Million
Q3 2019

Nov 12, 2019
BUY
$56.23 - $57.59 $393 - $403
7 Added 0.0%
174,124 $9.85 Million
Q2 2019

Aug 08, 2019
BUY
N/A
239 Added 0.14%
174,117 $9.94 Million
Q1 2019

Apr 26, 2019
BUY
N/A
1,156 Added 0.67%
173,878 $9.63 Million
Q4 2018

Feb 25, 2019
BUY
N/A
32,607 Added 23.27%
172,722 $8.28 Million
Q3 2018

Nov 08, 2018
BUY
N/A
6,973 Added 5.24%
140,115 $8.1 Million
Q2 2018

Aug 14, 2018
BUY
N/A
6,933 Added 5.49%
133,142 $7.31 Million
Q1 2018

Apr 19, 2018
BUY
N/A
23,741 Added 23.17%
126,209 $6.67 Million
Q4 2017

Feb 13, 2018
BUY
N/A
33,578 Added 48.74%
102,468 $5.46 Million
Q3 2017

Nov 14, 2017
BUY
N/A
68,890
68,890 $3.45 Million

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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