VALLEY NATIONAL ADVISERS INC SCHG Holdings History
VALLEY NATIONAL ADVISERS INC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, VALLEY NATIONAL ADVISERS INC held 744,378.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $18.64 Mil. This investment constitutes 3.36% of their stock portfolio, and VALLEY NATIONAL ADVISERS INC now holds 0.05% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2015Q4. And since then VALLEY NATIONAL ADVISERS INC has made 16 purchases of SCHG, at an average price of $37.72, for a total of 749,768.00 shares. In addition, there have been 6 sales at an average price of $40.90 for 5,390.00 shares. Based on historical transaction data and SCHG's current price of $29.92, VALLEY NATIONAL ADVISERS INC's estimated gain on his SCHG holdings is $-5.79 Mil, reflecting a -20.49% gain to date.
VALLEY NATIONAL ADVISERS INC SCHG ($29.92) Holding Chart
VALLEY NATIONAL ADVISERS INC SCHG ($29.92) 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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