VALLEY NATIONAL ADVISERS INC SCHC Holdings History
VALLEY NATIONAL ADVISERS INC's Schwab International Small-Cap Equity ETF Holding Summary
As of 2025-06-30, VALLEY NATIONAL ADVISERS INC held 87,332.00 shares of Schwab International Small-Cap Equity ETF(SCHC), totaling $3.72 Mil. This investment constitutes 0.61% of their stock portfolio, and VALLEY NATIONAL ADVISERS INC now holds 0.08% 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 7 sales at an average price of $35.07 for 234,249.00 shares. Based on historical transaction data and SCHC's current price of $43.98, VALLEY NATIONAL ADVISERS INC's estimated gain on his SCHC holdings is $1.04 Mil, reflecting a 9.42% gain to date.
VALLEY NATIONAL ADVISERS INC SCHC ($43.98) Holding Chart
VALLEY NATIONAL ADVISERS INC SCHC ($43.98) 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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