VALLEY NATIONAL ADVISERS INC SCHB Holdings History
VALLEY NATIONAL ADVISERS INC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, VALLEY NATIONAL ADVISERS INC held 1.10 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $23.76 Mil. This investment constitutes 4.29% of their stock portfolio, and VALLEY NATIONAL ADVISERS INC now holds 0.08% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2014Q4. And since then VALLEY NATIONAL ADVISERS INC has made 18 purchases of SCHB, at an average price of $28.14, for a total of 1.73 Mil shares. In addition, there have been 13 sales at an average price of $35.59 for 627,233.00 shares. Based on historical transaction data and SCHB's current price of $24.14, VALLEY NATIONAL ADVISERS INC's estimated gain on his SCHB holdings is $267,059.41, reflecting a 0.55% gain to date.
VALLEY NATIONAL ADVISERS INC SCHB ($24.14) Holding Chart
VALLEY NATIONAL ADVISERS INC SCHB ($24.14) 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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