VNA
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Valley National Advisers’s Schwab US TIPS ETF SCHP Stock Holding History

Valley National Advisers’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-60
Closed -$1K – 941
2025
Q3 		$1K Buy
+60
New +$1.61K ﹤0.01% 822
2023
Q1 		– Sell
-4,470
Closed -$117K – 964
2022
Q4 		$117K Hold
4,470
– – 0.02% 286
2022
Q3 		$116K Buy
+4,470
New +$124K 0.02% 286
2018
Q4 		– Sell
-3,138
Closed -$85K – 812
2018
Q3 		$85K Hold
3,138
– – 0.03% 225
2018
Q2 		$86K Hold
3,138
– – 0.03% 224
2018
Q1 		$86K Sell
3,138
-134
-4% -$3.66K 0.03% 213
2017
Q4 		$91K Buy
3,272
+532
+19% +$14.7K 0.03% 211
2017
Q3 		$76K Hold
2,740
– – 0.03% 221
2017
Q2 		$75K Hold
2,740
– – 0.03% 214
2017
Q1 		$76K Hold
2,740
– – 0.03% 211
2016
Q4 		$75K Sell
2,740
-62
-2% -$1.73K 0.03% 220
2016
Q3 		$80K Hold
2,802
– – 0.04% 192
2016
Q2 		$79K Hold
2,802
– – 0.04% 198
2016
Q1 		$78K Buy
2,802
+10
+0.4% +$270 0.04% 200
2015
Q4 		$74K Hold
2,792
– – 0.04% 199
2015
Q3 		$75K Hold
2,792
– – 0.05% 200
2015
Q2 		$76K Hold
2,792
– – 0.04% 211
2015
Q1 		$77K Buy
2,792
+2,312
+482% +$63.4K 0.05% 194
2014
Q4 		$13K Buy
+480
New +$13.1K 0.01% 261

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MERSOM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.42B AUM 23.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return