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Valley National Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History

Valley National Advisers’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.4M Buy
2,045,472
+74,420
+4% +$2M 6.79% 1
2025
Q4 		$53M Buy
1,971,052
+85,174
+5% +$2.27M 7.35% 1
2025
Q3 		$49.7M Buy
1,885,878
+35,966
+2% +$913K 7.69% 1
2025
Q2 		$45.2M Buy
1,849,912
+46,176
+3% +$1.04M 7.38% 1
2025
Q1 		$39.8M Buy
1,803,736
+83,095
+5% +$1.93M 7.19% 1
2024
Q4 		$39.9M Sell
1,720,641
-4,578
-0.3% -$107K 7.16% 1
2024
Q3 		$39M Sell
1,725,219
-601,122
-26% -$13.1M 7.04% 1
2024
Q2 		$49.8M Buy
2,326,341
+22,674
+1% +$469K 7.39% 1
2024
Q1 		$47.7M Sell
2,303,667
-10,656
-0.5% -$210K 7.2% 1
2023
Q4 		$43.5M Sell
2,314,323
-12,696
-0.5% -$223K 6.91% 1
2023
Q3 		$39.2M Buy
2,327,019
+26,091
+1% +$458K 6.86% 1
2023
Q2 		$40.2M Buy
2,300,928
+9,984
+0.4% +$165K 6.75% 1
2023
Q1 		$37.2M Sell
2,290,944
-70,149
-3% -$1.1M 6.53% 1
2022
Q4 		$36.8M Buy
2,361,093
+150,012
+7% +$2.27M 6.6% 1
2022
Q3 		$32.4M Sell
2,211,081
-165,942
-7% -$2.6M 6.75% 1
2022
Q2 		$36.5M Buy
2,377,023
+157,677
+7% +$2.55M 7.71% 1
2022
Q1 		$39.8M Buy
2,219,346
+130,428
+6% +$2.31M 7.63% 1
2021
Q4 		$39.6M Buy
2,088,918
+174,426
+9% +$3.22M 7.31% 1
2021
Q3 		$33.2M Buy
1,914,492
+131,004
+7% +$2.34M 6.01% 2
2021
Q2 		$30.9M Buy
1,783,488
+192,588
+12% +$3.25M 5.64% 2
2021
Q1 		$25.5M Buy
1,590,900
+54,954
+4% +$861K 4.97% 3
2020
Q4 		$23.3M Buy
1,535,946
+32,436
+2% +$464K 4.88% 5
2020
Q3 		$20.2M Sell
1,503,510
-237,456
-14% -$3.15M 4.62% 5
2020
Q2 		$21.5M Sell
1,740,966
-192,660
-10% -$2.25M 4.95% 3
2020
Q1 		$19.7M Buy
1,933,626
+200,256
+12% +$2.43M 5.45% 3
2019
Q4 		$22.2M Buy
1,733,370
+62,022
+4% +$760K 5.55% 3
2019
Q3 		$19.8M Buy
1,671,348
+81,702
+5% +$963K 5.42% 3
2019
Q2 		$18.6M Buy
1,589,646
+131,478
+9% +$1.51M 5.11% 4
2019
Q1 		$16.4M Buy
1,458,168
+76,776
+6% +$832K 4.71% 3
2018
Q4 		$13.7M Buy
1,381,392
+710,328
+106% +$7.62M 4.46% 3
2018
Q3 		$7.78M Buy
671,064
+89,460
+15% +$1.02M 2.7% 6
2018
Q2 		$6.3M Buy
581,604
+96,486
+20% +$1.04M 2.4% 7
2018
Q1 		$5.1M Buy
485,118
+131,892
+37% +$1.43M 1.9% 9
2017
Q4 		$3.75M Buy
353,226
+121,812
+53% +$1.26M 1.31% 13
2017
Q3 		$2.32M Buy
231,414
+612
+0.3% +$6.01K 0.79% 22
2017
Q2 		$2.22M Sell
230,802
-19,692
-8% -$188K 0.8% 22
2017
Q1 		$2.35M Sell
250,494
-14,760
-6% -$136K 0.89% 24
2016
Q4 		$2.35M Buy
265,254
+39,594
+18% +$344K 1.08% 25
2016
Q3 		$1.94M Buy
225,660
+11,766
+6% +$101K 1% 28
2016
Q2 		$1.77M Buy
213,894
+11,064
+5% +$91K 0.92% 32
2016
Q1 		$1.65M Buy
202,830
+28,698
+16% +$222K 0.89% 31
2015
Q4 		$1.41M Buy
174,132
+41,760
+32% +$340K 0.83% 35
2015
Q3 		$1.01M Buy
132,372
+15,654
+13% +$127K 0.61% 52
2015
Q2 		$959K Sell
116,718
-8,430
-7% -$70.8K 0.54% 57
2015
Q1 		$1.03M Buy
125,148
+33,630
+37% +$277K 0.61% 52
2014
Q4 		$672K Buy
+91,518
New +$732K 0.51% 53

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Valley National Advisers's SCHX Position: Q1 2026 in Review

Valley National Advisers increased its Schwab US Large- Cap ETF (SCHX) stake by 3.8% in Q1 2026, buying an estimated $2M and bringing the position to 2,045,472 shares worth $52.4M. The position accounts for 6.79% of the portfolio, ranked #1.

Valley National Advisers first reported a position in SCHX in Q4 2014 and has held it in 46 quarters since. The position peaked at $53M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Valley National Advisers held 2,045,472 shares of Schwab US Large- Cap ETF worth $52.4M as of Q1 2026.
  • Valley National Advisers bought 74,420 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $2M.
  • Schwab US Large- Cap ETF made up 6.79% of Valley National Advisers's portfolio in Q1 2026, its #1 holding.
  • Valley National Advisers first reported a position in Schwab US Large- Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • Valley National Advisers's Schwab US Large- Cap ETF position peaked at $53M in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.