VALLEY NATIONAL ADVISERS INC SCHM Holdings History
VALLEY NATIONAL ADVISERS INC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-06-30, VALLEY NATIONAL ADVISERS INC held 388,095.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $10.88 Mil. This investment constitutes 1.78% of their stock portfolio, and VALLEY NATIONAL ADVISERS INC now holds 0.09% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2015Q4. And since then VALLEY NATIONAL ADVISERS INC has made 18 purchases of SCHM, at an average price of $39.84, for a total of 478,588.00 shares. In addition, there have been 11 sales at an average price of $52.13 for 90,493.00 shares. Based on historical transaction data and SCHM's current price of $29.12, VALLEY NATIONAL ADVISERS INC's estimated gain on his SCHM holdings is $-3.05 Mil, reflecting a -15.99% gain to date.
VALLEY NATIONAL ADVISERS INC SCHM ($29.12) Holding Chart
VALLEY NATIONAL ADVISERS INC SCHM ($29.12) 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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