Valley National Advisers Inc Schwab Strategic Tr Us Large C Transaction History

Valley National Advisers Inc

  • $662 Million
  • Q1 2024

A detailed history of Valley National Advisers Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Valley National Advisers Inc holds 250 shares of SCHV stock, worth $18,490. This represents 0.0% of its overall portfolio holdings.

Number of Shares
250
Previous 286 12.59%
Holding current value
$18,490
Previous $20,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$68.82 - $75.98 $2,477 - $2,735
-36 Reduced 12.59%
250 $18,000
Q4 2023

Jan 25, 2024
SELL
$61.16 - $70.24 $122 - $140
-2 Reduced 0.69%
286 $20,000
Q3 2023

Nov 13, 2023
SELL
$64.45 - $69.39 $3,351 - $3,608
-52 Reduced 15.29%
288 $19,000
Q2 2023

Jul 31, 2023
SELL
$63.33 - $67.21 $28,308 - $30,042
-447 Reduced 56.8%
340 $23,000
Q1 2023

Apr 26, 2023
SELL
$62.59 - $69.3 $563 - $623
-9 Reduced 1.13%
787 $52,000
Q4 2022

Jan 12, 2023
SELL
$64.27 - $69.24 $6,362 - $6,854
-99 Reduced 11.06%
796 $54,000
Q3 2022

Nov 08, 2022
BUY
N/A
251 Added 38.98%
895 $55,000
Q2 2022

Jul 15, 2022
BUY
N/A
447 Added 226.9%
644 $41,000
Q1 2022

May 06, 2022
BUY
N/A
74 Added 60.16%
197 $14,000
Q2 2021

Aug 02, 2021
BUY
N/A
35 Added 39.77%
123 $8,000
Q4 2020

Feb 11, 2021
SELL
N/A
-43 Reduced 32.82%
88 $5,000
Q3 2019

Nov 12, 2019
SELL
N/A
-16 Reduced 10.88%
131 $7,000
Q2 2019

Aug 08, 2019
SELL
N/A
-138 Reduced 48.42%
147 $8,000
Q4 2018

Feb 25, 2019
BUY
N/A
249 Added 691.67%
285 $14,000
Q3 2017

Nov 14, 2017
BUY
N/A
36
36 $2,000

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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