VALLEY NATIONAL ADVISERS INC SCHX Holdings History
VALLEY NATIONAL ADVISERS INC's Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-03-31, VALLEY NATIONAL ADVISERS INC held 1.80 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $39.83 Mil. This investment constitutes 7.18% of their stock portfolio, and VALLEY NATIONAL ADVISERS INC now holds 0.08% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2015Q4. And since then VALLEY NATIONAL ADVISERS INC has made 22 purchases of SCHX, at an average price of $29.65, for a total of 2.04 Mil shares. In addition, there have been 7 sales at an average price of $40.36 for 234,431.00 shares. Based on historical transaction data and SCHX's current price of $24.70, VALLEY NATIONAL ADVISERS INC's estimated gain on his SCHX holdings is $-6.42 Mil, reflecting a -10.62% gain to date.
VALLEY NATIONAL ADVISERS INC SCHX ($24.70) Holding Chart
VALLEY NATIONAL ADVISERS INC SCHX ($24.70) 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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