VALLEY NATIONAL ADVISERS INC SCHG Holdings History
VALLEY NATIONAL ADVISERS INC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-06-30, VALLEY NATIONAL ADVISERS INC held 794,943.00 shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $23.22 Mil. This investment constitutes 3.79% 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 17 purchases of SCHG, at an average price of $37.01, for a total of 800,333.00 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 $30.11, VALLEY NATIONAL ADVISERS INC's estimated gain on his SCHG holdings is $-5.47 Mil, reflecting a -18.46% gain to date.
VALLEY NATIONAL ADVISERS INC SCHG ($30.11) Holding Chart
VALLEY NATIONAL ADVISERS INC SCHG ($30.11) 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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