Valley National Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.2M | Buy |
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|
2025
Q1 | $39.8M | Buy |
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|
2024
Q4 | $39.9M | Sell |
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|
2024
Q3 | $39M | Sell |
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|
2024
Q2 | $49.8M | Buy |
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|
2024
Q1 | $47.7M | Sell |
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|
2023
Q4 | $43.5M | Sell |
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|
2023
Q3 | $39.2M | Buy |
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|
2023
Q2 | $40.2M | Buy |
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|
2023
Q1 | $37.2M | Sell |
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|
2022
Q4 | $36.8M | Buy |
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|
2022
Q3 | $32.4M | Sell |
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|
2022
Q2 | $36.5M | Buy |
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|
2022
Q1 | $39.8M | Buy |
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|
2021
Q4 | $39.6M | Buy |
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|
2021
Q3 | $33.2M | Buy |
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|
2021
Q2 | $30.9M | Buy |
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|
2021
Q1 | $25.5M | Buy |
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|
2020
Q4 | $23.3M | Buy |
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|
2020
Q3 | $20.2M | Sell |
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|
2020
Q2 | $21.5M | Sell |
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|
2020
Q1 | $19.7M | Buy |
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|
2019
Q4 | $22.2M | Buy |
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|
2019
Q3 | $19.8M | Buy |
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|
2019
Q2 | $18.6M | Buy |
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|
2019
Q1 | $16.4M | Buy |
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|
2018
Q4 | $13.7M | Buy |
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|
2018
Q3 | $7.78M | Buy |
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|
2018
Q2 | $6.3M | Buy |
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|
2018
Q1 | $5.1M | Buy |
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|
2017
Q4 | $3.75M | Buy |
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|
2017
Q3 | $2.32M | Buy |
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|
2017
Q2 | $2.22M | Sell |
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|
2017
Q1 | $2.35M | Sell |
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|
2016
Q4 | $2.35M | Buy |
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|
2016
Q3 | $1.94M | Buy |
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|
2016
Q2 | $1.77M | Buy |
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|
2016
Q1 | $1.65M | Buy |
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|
2015
Q4 | $1.41M | Buy |
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|
2015
Q3 | $1.01M | Buy |
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|
2015
Q2 | $959K | Sell |
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|
2015
Q1 | $1.03M | Buy |
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|
2014
Q4 | $672K | Buy |
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