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

Valley National Advisers Inc

  • $646 Million
  • Q3 2025

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 1,885,878 shares of SCHX stock, worth $50.1 Million. This represents 7.69% of its overall portfolio holdings.

Number of Shares
1,885,878
Previous 1,849,912 1.94%
Holding current value
$50.1 Million
Previous $45.2 Million 9.87%
% of portfolio
7.69%
Previous 7.38%

Shares

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

Oct 17, 2025
BUY
$24.46 - $26.5 $879,728 - $953,099
35,966 Added 1.94%
1,885,878 $49.7 Million
Q2 2025

Jul 22, 2025
BUY
$19.6 - $24.44 $905,049 - $1.13 Million
46,176 Added 2.56%
1,849,912 $45.2 Million
Q1 2025

Apr 25, 2025
BUY
$21.75 - $24.28 $1.81 Million - $2.02 Million
83,095 Added 4.83%
1,803,736 $39.8 Million
Q4 2024

Jan 24, 2025
BUY
$22.4 - $68.28 $25.7 Million - $78.2 Million
1,145,568 Added 199.2%
1,720,641 $39.9 Million
Q3 2024

Oct 24, 2024
SELL
$61.11 - $67.85 $12.2 Million - $13.6 Million
-200,374 Reduced 25.84%
575,073 $39 Million
Q2 2024

Jul 18, 2024
BUY
$58.7 - $64.78 $443,654 - $489,607
7,558 Added 0.98%
775,447 $49.8 Million
Q1 2024

Apr 19, 2024
SELL
$55.41 - $62.08 $196,816 - $220,508
-3,552 Reduced 0.46%
767,889 $47.7 Million
Q4 2023

Jan 25, 2024
SELL
$48.47 - $56.6 $205,125 - $239,531
-4,232 Reduced 0.55%
771,441 $43.5 Million
Q3 2023

Nov 13, 2023
BUY
$50.36 - $54.21 $437,980 - $471,464
8,697 Added 1.13%
775,673 $39.2 Million
Q2 2023

Jul 31, 2023
BUY
$47.67 - $52.37 $158,645 - $174,287
3,328 Added 0.44%
766,976 $40.2 Million
Q1 2023

Apr 26, 2023
SELL
$44.78 - $49.41 $1.05 Million - $1.16 Million
-23,383 Reduced 2.97%
763,648 $37.2 Million
Q4 2022

Jan 12, 2023
BUY
$42.25 - $48.16 $2.11 Million - $2.41 Million
50,004 Added 6.78%
787,031 $36.8 Million
Q3 2022

Nov 08, 2022
SELL
$42.35 - $51.01 $2.34 Million - $2.82 Million
-55,314 Reduced 6.98%
737,027 $32.4 Million
Q2 2022

Jul 15, 2022
BUY
$43.35 - $54.51 $2.28 Million - $2.86 Million
52,559 Added 7.1%
792,341 $36.5 Million
Q1 2022

May 06, 2022
BUY
$49.51 - $57.27 $19.4 Million - $22.4 Million
391,629 Added 112.49%
739,782 $39.8 Million
Q4 2021

Feb 11, 2022
BUY
$51.9 - $57.29 $1.51 Million - $1.67 Million
29,071 Added 9.11%
348,153 $39.6 Million
Q3 2021

Nov 10, 2021
BUY
$51.52 - $54.94 $1.12 Million - $1.2 Million
21,834 Added 7.35%
319,082 $33.2 Million
Q2 2021

Aug 02, 2021
BUY
$48.62 - $52.01 $1.56 Million - $1.67 Million
32,098 Added 12.11%
297,248 $30.9 Million
Q1 2021

May 07, 2021
BUY
$44.9 - $48.34 $411,239 - $442,746
9,159 Added 3.58%
265,150 $25.5 Million
Q4 2020

Feb 11, 2021
BUY
$39.35 - $45.48 $212,726 - $245,864
5,406 Added 2.16%
255,991 $23.3 Million
Q3 2020

Nov 13, 2020
SELL
$37.26 - $43.03 $1.47 Million - $1.7 Million
-39,576 Reduced 13.64%
250,585 $0
Q2 2020

Aug 10, 2020
SELL
$29.25 - $38.76 $939,217 - $1.24 Million
-32,110 Reduced 9.96%
290,161 $21.5 Million
Q1 2020

May 13, 2020
BUY
$26.61 - $40.52 $888,135 - $1.35 Million
33,376 Added 11.55%
322,271 $19.7 Million
Q4 2019

Feb 13, 2020
BUY
$34.42 - $38.54 $355,799 - $398,387
10,337 Added 3.71%
288,895 $22.2 Million
Q3 2019

Nov 12, 2019
BUY
$35.28 - $36.01 $480,407 - $490,348
13,617 Added 5.14%
278,558 $19.8 Million
Q2 2019

Aug 08, 2019
BUY
N/A
21,913 Added 9.02%
264,941 $18.6 Million
Q1 2019

Apr 26, 2019
BUY
N/A
12,796 Added 5.56%
243,028 $16.4 Million
Q4 2018

Feb 25, 2019
BUY
N/A
118,388 Added 105.85%
230,232 $13.7 Million
Q3 2018

Nov 08, 2018
BUY
N/A
14,910 Added 15.38%
111,844 $7.78 Million
Q2 2018

Aug 14, 2018
BUY
N/A
16,081 Added 19.89%
96,934 $6.3 Million
Q1 2018

Apr 19, 2018
BUY
N/A
21,982 Added 37.34%
80,853 $5.1 Million
Q4 2017

Feb 13, 2018
BUY
N/A
20,302 Added 52.64%
58,871 $3.76 Million
Q3 2017

Nov 14, 2017
BUY
N/A
38,569
38,569 $2.32 Million

Others Institutions Holding SCHX

# of Institutions
1,630
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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