VALLEY NATIONAL ADVISERS INC SCHD Holdings History
VALLEY NATIONAL ADVISERS INC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-06-30, VALLEY NATIONAL ADVISERS INC held 398,002.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $10.55 Mil. This investment constitutes 1.72% of their stock portfolio, and VALLEY NATIONAL ADVISERS INC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2014Q4. And since then VALLEY NATIONAL ADVISERS INC has made 12 purchases of SCHD, at an average price of $44.84, for a total of 830,755.00 shares. In addition, there have been 20 sales at an average price of $50.97 for 432,753.00 shares. Based on historical transaction data and SCHD's current price of $27.24, VALLEY NATIONAL ADVISERS INC's estimated gain on his SCHD holdings is $-4.36 Mil, reflecting a -11.70% gain to date.
VALLEY NATIONAL ADVISERS INC SCHD ($27.24) Holding Chart
VALLEY NATIONAL ADVISERS INC SCHD ($27.24) 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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