Back to SCHW-PJ
VALLEY NATIONAL ADVISERS INC → SCHW-PJ
VALLEY NATIONAL ADVISERS INC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
89
Latest value
$2.4M
Q3 2026
Peak value
$65M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.5M |
| Q4 2025 | $28.9M |
| Q4 2025 | $27K |
| Q4 2025 | $53M |
| Q4 2025 | $20K |
| Q4 2025 | $32.5M |
| Q4 2025 | $184K |
| Q4 2025 | $5K |
| Q4 2025 | $11M |
| Q4 2025 | $3.4M |
| Q4 2025 | $3K |
| Q4 2025 | $5.5M |
| Q4 2025 | $25K |
| Q4 2025 | $100K |
| Q4 2025 | $62K |
| Q4 2025 | $1.3M |
| Q4 2025 | $4K |
| Q4 2025 | $8.4M |
| Q4 2025 | $20K |
| Q4 2025 | $20.1M |
| Q4 2025 | $161K |
| Q4 2025 | $8K |
| Q4 2025 | $42K |
| Q4 2025 | $1K |
| Q4 2025 | $7K |
| Q4 2025 | $2.8M |
| Q1 2026 | $2.3M |
| Q1 2026 | $23.6M |
| Q1 2026 | $26K |
| Q1 2026 | $52.4M |
| Q1 2026 | $18K |
| Q1 2026 | $30.9M |
| Q1 2026 | $187K |
| Q1 2026 | $5K |
| Q1 2026 | $11.2M |
| Q1 2026 | $3.4M |
| Q1 2026 | $3K |
| Q1 2026 | $7M |
| Q1 2026 | $27K |
| Q1 2026 | $109K |
| Q1 2026 | $64K |
| Q1 2026 | $1.3M |
| Q1 2026 | $5K |
| Q1 2026 | $8.7M |
| Q1 2026 | $21K |
| Q1 2026 | $23.7M |
| Q1 2026 | $160K |
| Q1 2026 | $8K |
| Q1 2026 | $42K |
| Q1 2026 | $7K |
| Q1 2026 | $2.7M |
| Q2 2026 | $2.2M |
| Q2 2026 | $27.1M |
| Q2 2026 | $62.1M |
| Q2 2026 | $38.9M |
| Q2 2026 | $214K |
| Q2 2026 | $13.5M |
| Q2 2026 | $4.3M |
| Q2 2026 | $8.3M |
| Q2 2026 | $28K |
| Q2 2026 | $116K |
| Q2 2026 | $73K |
| Q2 2026 | $1.4M |
| Q2 2026 | $8.9M |
| Q2 2026 | $27.1M |
| Q2 2026 | $133K |
| Q2 2026 | $10K |
| Q2 2026 | $42K |
| Q2 2026 | $338 |
| Q2 2026 | $2.5M |
| Q3 2026 | $2.3M |
| Q3 2026 | $27.2M |
| Q3 2026 | $65M |
| Q3 2026 | $44M |
| Q3 2026 | $214K |
| Q3 2026 | $12.7M |
| Q3 2026 | $3.7M |
| Q3 2026 | $8.7M |
| Q3 2026 | $30K |
| Q3 2026 | $119K |
| Q3 2026 | $67K |
| Q3 2026 | $1.4M |
| Q3 2026 | $9.1M |
| Q3 2026 | $27.6M |
| Q3 2026 | $127K |
| Q3 2026 | $9K |
| Q3 2026 | $40K |
| Q3 2026 | $335 |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 47.5K | — | — |
| Q3 2026 | $335 | 14 | — | — |
| Q3 2026 | $40K | 1.7K | — | — |
| Q3 2026 | $9K | 417 | — | — |
| Q3 2026 | $127K | 5.8K | — | — |
| Q3 2026 | $27.6M | 1.00M | — | — |
| Q3 2026 | $9.1M | 279.2K | — | — |
| Q3 2026 | $1.4M | 45.8K | — | — |
| Q3 2026 | $67K | 1.9K | — | — |
| Q3 2026 | $119K | 2.2K | — | — |
| Q3 2026 | $30K | 710 | — | — |
| Q3 2026 | $8.7M | 239.4K | — | — |
| Q3 2026 | $3.7M | 114.3K | — | — |
| Q3 2026 | $12.7M | 373.4K | — | — |
| Q3 2026 | $214K | 6.4K | — | — |
| Q3 2026 | $44M | 1.23M | — | — |
| Q3 2026 | $65M | 2.17M | — | — |
| Q3 2026 | $27.2M | 928.9K | — | — |
| Q3 2026 | $2.3M | 23.9K | — | — |
| Q2 2026 | $2.5M | 51.4K | — | — |
| Q2 2026 | $338 | 14 | — | — |
| Q2 2026 | $42K | 1.7K | — | — |
| Q2 2026 | $10K | 417 | — | — |
| Q2 2026 | $133K | 5.8K | — | — |
| Q2 2026 | $27.1M | 976.8K | — | — |
| Q2 2026 | $8.9M | 281.1K | — | — |
| Q2 2026 | $1.4M | 45.8K | — | — |
| Q2 2026 | $73K | 1.9K | — | — |
| Q2 2026 | $116K | 2.2K | — | — |
| Q2 2026 | $28K | 710 | — | — |
| Q2 2026 | $8.3M | 227.8K | — | — |
| Q2 2026 | $4.3M | 119.0K | — | — |
| Q2 2026 | $13.5M | 365.4K | — | — |
| Q2 2026 | $214K | 6.2K | — | — |
| Q2 2026 | $38.9M | 1.15M | — | — |
| Q2 2026 | $62.1M | 2.11M | — | — |
| Q2 2026 | $27.1M | 934.6K | — | — |
| Q2 2026 | $2.2M | 23.9K | — | — |
| Q1 2026 | $2.7M | 57.2K | — | — |
| Q1 2026 | $7K | 155 | — | — |
| Q1 2026 | $42K | 1.7K | — | — |
| Q1 2026 | $8K | 417 | — | — |
| Q1 2026 | $160K | 6.9K | — | — |
| Q1 2026 | $23.7M | 957.5K | — | — |
| Q1 2026 | $21K | 864 | — | — |
| Q1 2026 | $8.7M | 282.2K | — | — |
| Q1 2026 | $5K | 177 | — | — |
| Q1 2026 | $1.3M | 45.9K | — | — |
| Q1 2026 | $64K | 2.0K | — | — |
| Q1 2026 | $109K | 2.2K | — | — |
| Q1 2026 | $27K | 716 | — | — |
| Q1 2026 | $7M | 212.8K | — | — |
| Q1 2026 | $3K | 96 | — | — |
| Q1 2026 | $3.4M | 115.9K | — | — |
| Q1 2026 | $11.2M | 363.1K | — | — |
| Q1 2026 | $5K | 168 | — | — |
| Q1 2026 | $187K | 6.2K | — | — |
| Q1 2026 | $30.9M | 1.06M | — | — |
| Q1 2026 | $18K | 620 | — | — |
| Q1 2026 | $52.4M | 2.04M | — | — |
| Q1 2026 | $26K | 1.0K | — | — |
| Q1 2026 | $23.6M | 938.3K | — | — |
| Q1 2026 | $2.3M | 24.2K | — | — |
| Q4 2025 | $2.8M | 60.9K | — | — |
| Q4 2025 | $7K | 155 | — | — |
| Q4 2025 | $1K | 74 | — | — |
| Q4 2025 | $42K | 1.7K | — | — |
| Q4 2025 | $8K | 417 | — | — |
| Q4 2025 | $161K | 6.9K | — | — |
| Q4 2025 | $20.1M | 834.3K | — | — |
| Q4 2025 | $20K | 864 | — | — |
| Q4 2025 | $8.4M | 306.7K | — | — |
| Q4 2025 | $4K | 170 | — | — |
| Q4 2025 | $1.3M | 48.2K | — | — |
| Q4 2025 | $62K | 2.0K | — | — |
| Q4 2025 | $100K | 2.2K | — | — |
| Q4 2025 | $25K | 716 | — | — |
| Q4 2025 | $5.5M | 166.7K | — | — |
| Q4 2025 | $3K | 96 | — | — |
| Q4 2025 | $3.4M | 118.4K | — | — |
| Q4 2025 | $11M | 365.9K | — | — |
| Q4 2025 | $5K | 168 | — | — |
| Q4 2025 | $184K | 6.2K | — | — |
| Q4 2025 | $32.5M | 997.3K | — | — |
| Q4 2025 | $20K | 620 | — | — |
| Q4 2025 | $53M | 1.97M | — | — |
| Q4 2025 | $27K | 1.0K | — | — |
| Q4 2025 | $28.9M | 1.10M | — | — |
| Q4 2025 | $2.5M | 24.6K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B