VALLEY NATIONAL ADVISERS INC SCHC Holdings History
VALLEY NATIONAL ADVISERS INC's Schwab International Small-Cap Equity ETF Holding Summary
As of 2025-03-31, VALLEY NATIONAL ADVISERS INC held 98,566.00 shares of Schwab International Small-Cap Equity ETF(SCHC), totaling $3.54 Mil. This investment constitutes 0.64% of their stock portfolio, and VALLEY NATIONAL ADVISERS INC now holds 0.09% of the outstanding Schwab International Small-Cap Equity ETF(SCHC) stock.
The initial trade took place in 2015Q4. And since then VALLEY NATIONAL ADVISERS INC has made 22 purchases of SCHC, at an average price of $34.27, for a total of 321,581.00 shares. In addition, there have been 6 sales at an average price of $34.89 for 223,015.00 shares. Based on historical transaction data and SCHC's current price of $42.79, VALLEY NATIONAL ADVISERS INC's estimated gain on his SCHC holdings is $979,583.58, reflecting a 8.89% gain to date.
VALLEY NATIONAL ADVISERS INC SCHC ($42.79) Holding Chart
VALLEY NATIONAL ADVISERS INC SCHC ($42.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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